Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 94 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$266,156
-2.2%
11,0760.0%0.07%
+2.8%
Q2 2023$272,137
-24.6%
11,076
-23.5%
0.07%
-32.1%
Q1 2023$360,882
+2.7%
14,4700.0%0.11%
-6.2%
Q4 2022$351,476
-6.0%
14,470
-8.3%
0.11%
-11.0%
Q3 2022$374,000
-5.1%
15,7790.0%0.13%
+0.8%
Q2 2022$394,000
-5.3%
15,7790.0%0.13%
+11.5%
Q1 2022$416,000
-6.7%
15,7790.0%0.11%
-7.4%
Q4 2021$446,000
-1.3%
15,7790.0%0.12%
-9.6%
Q3 2021$452,000
-0.9%
15,7790.0%0.14%
+8.0%
Q2 2021$456,000
+34.1%
15,779
+31.6%
0.12%
+76.1%
Q1 2021$340,000
+12.6%
11,992
+17.4%
0.07%
+6.0%
Q4 2020$302,000
+1.7%
10,2190.0%0.07%
-11.8%
Q3 2020$297,00010,2190.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 119,678$3,386,0002.74%
PFG Private Wealth Management, LLC 171,370$4,849,0002.50%
Legacy CG, LLC 125,274$3,545,0002.13%
Peloton Wealth Strategists 154,500$4,372,0001.75%
Matthew Goff Investment Advisor, LLC 258,267$7,308,0001.67%
SIGMA INVESTMENT COUNSELORS INC 697,104$19,724,0001.38%
Signature Wealth Management Group 92,423$2,615,0001.32%
Bradley & Co. Private Wealth Management, LLC 57,619$1,630,0001.31%
Praetorian Wealth Management, Inc. 74,096$2,096,0000.68%
Capital Investment Advisors, LLC 694,706$19,657,0000.60%
View complete list of ISHARES TR shareholders