Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 335 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$393,485
-65.2%
9,342
-64.2%
0.01%
-66.7%
Q1 2024$1,131,999
+1523.1%
26,107
+1269.7%
0.02%
+950.0%
Q3 2023$69,741
+6274.9%
1,906
+6707.1%
0.00%
Q2 2023$1,094
+4.7%
280.0%0.00%
Q1 2023$1,045
-76.0%
28
-76.7%
0.00%
Q4 2022$4,351
+45.0%
120
+30.4%
0.00%
Q3 2022$3,000920.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders