Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$302,349
-6.8%
5,296
-0.6%
0.01%0.0%
Q2 2023$324,407
-3.8%
5,326
-5.9%
0.01%
-11.1%
Q1 2023$337,220
+1514.0%
5,659
+1369.9%
0.01%
+800.0%
Q4 2022$20,894
-85.3%
385
-87.4%
0.00%
-66.7%
Q3 2022$142,000
-11.2%
3,056
-0.2%
0.00%
-25.0%
Q2 2022$160,000
-4.2%
3,063
+12.2%
0.00%0.0%
Q1 2022$167,000
+5.0%
2,730
+18.4%
0.00%
-20.0%
Q4 2021$159,000
+1.9%
2,3050.0%0.01%
+25.0%
Q3 2021$156,000
+9.1%
2,305
+8.8%
0.00%0.0%
Q2 2021$143,000
+24.3%
2,118
+19.1%
0.00%0.0%
Q1 2021$115,0001,7790.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 41,710$2,263,6022.44%
Financial Connections Group, Inc. 54,158$2,9392.32%
One Wealth Advisors, LLC 62,663$3,400,7210.78%
Walkner Condon Financial Advisors LLC 43,451$2,358,2680.70%
Klaas Financial Asset Advisors, LLC 43,955$2,385,4380.59%
Parkside Advisors LLC 28,757$1,560,6540.55%
VERITY Wealth Advisors 9,386$509,3780.50%
FLOW TRADERS U.S. LLC 139,717$7,5820.38%
Wade Financial Advisory, Inc 15,455$838,7430.38%
Goodwin Investment Advisory 8,913$483,7090.34%
View complete list of ISHARES TR shareholders