Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 72 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$63,000
-53.0%
2,376
-46.4%
0.03%
-53.2%
Q4 2020$134,000
-13.5%
4,431
-22.5%
0.06%
-28.7%
Q3 2020$155,000
+30.3%
5,719
+29.8%
0.09%
+17.6%
Q2 2020$119,000
+271.9%
4,407
+260.0%
0.07%
+252.4%
Q4 2019$32,0001,2240.02%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,042,513$23,978,0005.94%
PFG Private Wealth Management, LLC 289,107$6,649,0004.37%
Aptus Capital Advisors, LLC 6,309,515$145,119,0003.49%
4Thought Financial Group Inc. 151,758$3,490,0003.43%
Signature Wealth Management Group 216,552$4,981,0002.53%
Peloton Wealth Strategists 180,700$4,156,0002.16%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,187,499$50,312,0002.16%
TLWM 131,928$4,600,0002.02%
Sound View Wealth Advisors Group, LLC 389,632$8,962,0002.01%
SIGMA INVESTMENT COUNSELORS INC 999,503$22,989,0001.96%
View complete list of ISHARES TR shareholders