Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 129 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$434,255
-9.1%
12,529
-5.7%
0.01%
+9.1%
Q2 2023$477,632
+4.4%
13,286
-3.9%
0.01%
-8.3%
Q1 2023$457,424
+77.0%
13,832
+64.1%
0.01%
+50.0%
Q4 2022$258,402
+9.0%
8,428
-0.2%
0.01%
+33.3%
Q3 2022$237,000
-6.7%
8,442
-0.8%
0.01%
-14.3%
Q2 2022$254,000
-9.3%
8,508
+8.6%
0.01%0.0%
Q1 2022$280,000
+35.3%
7,833
+49.0%
0.01%
+16.7%
Q4 2021$207,000
+8.9%
5,2570.0%0.01%
+20.0%
Q3 2021$190,000
-5.5%
5,257
-5.1%
0.01%
-16.7%
Q2 2021$201,000
+20.4%
5,539
+9.9%
0.01%0.0%
Q1 2021$167,0005,0400.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders