Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 148 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 401,798$9,375,9516.97%
SHUFRO ROSE & CO LLC 3,104,001$72,431,8766.83%
Keeler Thomas Management LLC 626,009$14,801,9185.48%
Gateway Advisory, LLC 751,100$17,526,9103.58%
Foundation Wealth Management, LLC 151,413$3,533,2193.53%
Buffington Mohr McNeal 563,804$13,156,3602.99%
Sound View Wealth Advisors Group, LLC 1,009,298$23,551,9642.93%
Michael S. Ryan, Inc. 126,390$2,942,3652.81%
Windsor Capital Management, LLC 338,292$7,894,0562.73%
Peloton Wealth Strategists 246,790$5,7592.66%
View complete list of ISHARES TR shareholders