Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 61 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$2,854,494
+6.1%
54,289
-4.6%
0.10%
-5.7%
Q3 2023$2,689,586
-12.7%
56,922
-2.8%
0.10%
-10.3%
Q2 2023$3,081,448
+1435.1%
58,584
+1468.1%
0.12%
+1362.5%
Q1 2023$200,735
-5.4%
3,736
-10.4%
0.01%
-11.1%
Q4 2022$212,240
-6.1%
4,168
-7.3%
0.01%
-25.0%
Q3 2022$226,000
-27.6%
4,494
-20.0%
0.01%
-42.9%
Q2 2022$312,000
-19.6%
5,616
-7.3%
0.02%
-4.5%
Q1 2022$388,000
-14.2%
6,057
-3.3%
0.02%
-8.3%
Q4 2021$452,000
+15.6%
6,266
+14.8%
0.02%
+4.3%
Q3 2021$391,000
+0.3%
5,456
+1.1%
0.02%0.0%
Q2 2021$390,000
+18.2%
5,399
+12.1%
0.02%0.0%
Q1 2021$330,000
-15.6%
4,818
-5.8%
0.02%
-20.7%
Q4 2020$391,000
-37.1%
5,115
-37.9%
0.03%
-46.3%
Q3 2020$622,000
+0.5%
8,235
-0.3%
0.05%
-11.5%
Q2 2020$619,000
-82.1%
8,263
-83.0%
0.06%
-87.0%
Q1 2020$3,455,000
+11.2%
48,511
+6.3%
0.47%
+41.7%
Q4 2019$3,107,000
+34.0%
45,622
+36.5%
0.33%
+8.2%
Q3 2019$2,318,000
+299.0%
33,413
+279.5%
0.31%
+308.0%
Q2 2019$581,000
+71.4%
8,804
+62.8%
0.08%
+50.0%
Q1 2019$339,000
+3.7%
5,408
-2.5%
0.05%
-21.9%
Q4 2018$327,000
-21.8%
5,545
-20.9%
0.06%
+1.6%
Q3 2018$418,0007,0100.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
STABLEFORD CAPITAL II LLC 167,638$8,567,9783.44%
Peak Financial Management, Inc. 162,533$8,307,0482.63%
Verde Capital Management 139,387$7,124,0602.44%
Independent Wealth Network Inc. 65,603$3,352,9521.57%
Rooted Wealth Advisors, Inc. 59,307$2,9651.46%
Centennial Wealth Advisory LLC 46,175$2,360,0111.09%
Safeguard Investment Advisory Group, LLC 40,712$2,080,7940.71%
Focus Financial Network, Inc. 230,864$11,183,1090.54%
Cresta Advisors, Ltd. 16,570$846,8930.54%
Renasant Bank 14,477$739,9190.53%
View complete list of ISHARES TR shareholders