Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,228
+0.8%
413
+1552.0%
0.00%
-100.0%
Q1 2023$10,150
-99.9%
25
-79.2%
0.31%
-7.9%
Q3 2022$10,052,000
-1.6%
120
-4.0%
0.34%
+6.9%
Q2 2022$10,216,000
-1.4%
1250.0%0.32%
+9.3%
Q1 2022$10,361,000
-18.1%
125
-51.9%
0.29%
+1.7%
Q4 2021$12,651,000
+48557.7%
260
-58.1%
0.29%
+2283.3%
Q3 2021$26,0000.0%621
-2.1%
0.01%
+33.3%
Q2 2021$26,000634
+31600.0%
0.01%
Q1 2020$020.0%0.00%
Q4 2019$0
-100.0%
2
-100.0%
0.00%
-100.0%
Q3 2019$138,000
-13.8%
5,380
-14.1%
0.12%
-9.2%
Q2 2019$160,000
-19.6%
6,261
-22.0%
0.13%
-18.6%
Q1 2019$199,000
+268.5%
8,030
+253.4%
0.16%
+182.5%
Q3 2018$54,000
+63.6%
2,272
+67.7%
0.06%
+83.9%
Q2 2018$33,000
+13.8%
1,355
+13.2%
0.03%
+3.3%
Q1 2018$29,0001,1970.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders