LYELL WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 68 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,577,365
+4.8%
163,350
+7.4%
0.48%
+10.3%
Q2 2023$3,414,533
+34.7%
152,095
+37.2%
0.44%
+22.8%
Q1 2023$2,535,562
+41.5%
110,820
+37.2%
0.36%
+25.4%
Q4 2022$1,791,33680,8000.28%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 312,271$6,9234.30%
4Thought Financial Group Inc. 132,108$2,929,0002.64%
Signature Wealth Management Group 184,472$4,089,7372.00%
Klingman & Associates, LLC 1,021,610$22,649,1021.99%
Seneca House Advisors 146,538$3,248,7481.80%
Aptus Capital Advisors, LLC 2,464,372$54,635,1271.68%
Guidance Point Advisors, LLC 155,452$3,446,3631.46%
Peloton Wealth Strategists 124,700$2,7651.33%
SIGMA INVESTMENT COUNSELORS INC 660,351$14,639,9721.20%
Matthew Goff Investment Advisor, LLC 206,849$4,585,8391.20%
View complete list of ISHARES TR shareholders