Signature Wealth Management Group - 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
Signature Wealth Management Group ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$4,742,203
+0.3%
193,559
+2.1%
2.21%
-1.6%
Q1 2023$4,728,064
+8.4%
189,578
+5.6%
2.24%
+5.2%
Q4 2022$4,360,802
+11.5%
179,531
+9.2%
2.13%
+7.3%
Q3 2022$3,910,000
+6.7%
164,359
+12.0%
1.99%
+11.6%
Q2 2022$3,663,000
+28.2%
146,735
+35.3%
1.78%
+38.4%
Q1 2022$2,858,000
+9.3%
108,488
+17.4%
1.29%
-2.4%
Q4 2021$2,615,000
+4.0%
92,423
+5.3%
1.32%
-5.6%
Q3 2021$2,515,000
-0.5%
87,800
+0.4%
1.40%
-0.7%
Q2 2021$2,527,000
+4.5%
87,432
+2.3%
1.41%
-1.1%
Q1 2021$2,419,000
+5.2%
85,432
+9.8%
1.42%
-1.8%
Q4 2020$2,299,000
+2.7%
77,803
+1.1%
1.45%
-10.0%
Q3 2020$2,238,000
+0.9%
76,946
+0.0%
1.61%
-5.1%
Q2 2020$2,218,000
+9.9%
76,916
+0.0%
1.70%
-4.4%
Q1 2020$2,018,000
-1.1%
76,901
+4.6%
1.77%
+37.6%
Q4 2019$2,041,000
+3.1%
73,532
+3.1%
1.29%
-1.7%
Q3 2019$1,980,000
+5.4%
71,334
+2.9%
1.31%
+4.5%
Q2 2019$1,878,00069,3491.25%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 182,897$4,588,8863.81%
RVW Wealth, LLC 634,955$15,931,0101.75%
Capital Investment Advisors, LLC 1,988,746$49,897,6341.25%
CGN Advisors LLC 137,180$3,441,8590.48%
Bartlett & Co. LLC 600$150.00%
View complete list of ISHARES TR shareholders