Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,453,226
+32.2%
149,232
+34.1%
0.04%0.0%
Q2 2023$2,613,099
+26.2%
111,289
+28.0%
0.04%
+22.9%
Q1 2023$2,070,842
+441.2%
86,937
+430.9%
0.04%
+400.0%
Q4 2022$382,67116,3750.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 329,654$7,852,3484.99%
Keeler Thomas Management LLC 290,943$6,930,2633.26%
4Thought Financial Group Inc. 154,126$3,671,2913.04%
Foundation Wealth Management, LLC 121,949$2,904,8852.99%
Aptus Capital Advisors, LLC 4,300,429$102,436,2192.75%
Signature Wealth Management Group 243,182$5,792,6012.75%
Platte River Wealth Advisors, LLC 281,033$6,694,2062.57%
Robbins Farley 147,870$3,522,2642.35%
Peloton Wealth Strategists 211,175$5,0302.30%
RVW Wealth, LLC 753,217$17,941,6292.22%
View complete list of ISHARES TR shareholders