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 296,600$6,463,0004.24%
4Thought Financial Group Inc. 129,881$2,830,0002.78%
Signature Wealth Management Group 173,642$3,784,0001.92%
Matthew Goff Investment Advisor, LLC 265,960$5,795,0001.66%
Aptus Capital Advisors, LLC 2,939,488$64,051,0001.54%
Klingman & Associates, LLC 688,658$15,006,0001.47%
Guidance Point Advisors, LLC 135,124$2,957,0001.35%
Seneca House Advisors 77,298$1,684,0001.25%
SIGMA INVESTMENT COUNSELORS INC 640,531$13,957,0001.19%
H. L. Ormond & Company, LLC 32,432$707,0001.13%
View complete list of ISHARES TR shareholders