Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 65 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,941
-1.9%
126
+425.0%
0.00%
-100.0%
Q1 2023$2,998
-99.9%
24
-73.9%
0.09%
-7.1%
Q3 2022$2,918,000
-2.9%
92
-4.2%
0.10%
+6.5%
Q2 2022$3,005,000
-3.5%
96
-4.0%
0.09%
+6.9%
Q1 2022$3,115,000
-40.6%
100
-57.3%
0.09%
-26.3%
Q4 2021$5,247,000
+19333.3%
234
+4.9%
0.12%
+807.7%
Q3 2021$27,000223
+11050.0%
0.01%
Q1 2020$020.0%0.00%
Q4 2019$0
-100.0%
2
-100.0%
0.00%
-100.0%
Q3 2019$142,000
-12.3%
5,561
-14.1%
0.12%
-8.3%
Q2 2019$162,000
-19.0%
6,472
-22.0%
0.13%
-17.9%
Q1 2019$200,000
+270.4%
8,299
+252.5%
0.16%
+184.2%
Q3 2018$54,0002,3540.06%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 255,622$6,774,0003.96%
CAPITAL ADVISORS INC/OK 3,695,265$97,925,0002.91%
4Thought Financial Group Inc. 123,623$3,276,0002.84%
Sound View Wealth Advisors Group, LLC 439,163$11,638,0002.43%
Peloton Wealth Strategists 203,200$5,385,0002.20%
SIGMA INVESTMENT COUNSELORS INC 1,041,658$27,604,0002.04%
Aptus Capital Advisors, LLC 2,974,280$78,818,0002.03%
Signature Wealth Management Group 124,847$3,308,0001.84%
Gateway Advisory, LLC 303,542$8,044,0001.67%
IRON Financial LLC 121,533$3,221,0001.54%
View complete list of ISHARES TR shareholders