Cetera Investment Advisers - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 111 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cetera Investment Advisers ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,328,846
-2.2%
401,598
+1.1%
0.19%
+0.5%
Q2 2023$22,820,534
+0.7%
397,363
-0.8%
0.19%
-3.0%
Q1 2023$22,656,901
-0.7%
400,511
-5.8%
0.20%
-6.2%
Q4 2022$22,817,211
+460.6%
425,139
+400.7%
0.21%
+160.5%
Q3 2022$4,070,000
-12.5%
84,903
-5.1%
0.08%
+9.5%
Q2 2022$4,649,000
-25.3%
89,420
-12.5%
0.07%
-16.9%
Q1 2022$6,225,000
+13.4%
102,212
+18.9%
0.09%
+12.7%
Q4 2021$5,490,000
+0.1%
85,974
+5.0%
0.08%
-9.2%
Q3 2021$5,482,000
+0.4%
81,876
-0.5%
0.09%
-1.1%
Q2 2021$5,460,000
+55.4%
82,297
+55.9%
0.09%
+27.5%
Q1 2021$3,514,000
-36.6%
52,789
-38.6%
0.07%
-37.3%
Q4 2020$5,541,000
+1142.4%
86,015
+842.0%
0.11%
-26.2%
Q4 2016$446,0009,1310.15%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
BRANDYWINE OAK PRIVATE WEALTH LLC 321,837$16,757,0003.77%
Tolleson Wealth Management, Inc. 115,581$5,851,0003.44%
ERTS Wealth Advisors, LLC 53,814$2,724,0001.95%
TPG Financial Advisors, LLC 30,427$1,540,0001.67%
Barber Financial Group, Inc. 114,901$5,816,0001.25%
Wealthquest Corp 56,652$2,867,0001.18%
ASSETMARK, INC 2,174,554$110,076,0001.06%
THRIVENT FINANCIAL FOR LUTHERANS 4,866,099$286,419,0001.03%
VALENTINE VENTURES LLC 15,865$803,0001.00%
MACROVIEW INVESTMENT MANAGEMENT LLC 5,127$260,0000.83%
View complete list of ISHARES TR shareholders