Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 129 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,680,000
-14.9%
67,132
-14.9%
0.77%
-9.9%
Q2 2022$1,973,000
-17.7%
78,896
-17.6%
0.85%
-6.3%
Q1 2022$2,397,000
-4.7%
95,756
-4.3%
0.91%
-0.3%
Q4 2021$2,515,000
-2.1%
100,062
-1.5%
0.91%
-2.9%
Q3 2021$2,570,000
-0.1%
101,543
+0.2%
0.94%
-6.1%
Q2 2021$2,572,0000.0%101,296
+0.2%
1.00%
-6.3%
Q1 2021$2,572,000
-5.1%
101,044
-4.7%
1.07%
-14.4%
Q4 2020$2,711,000
+3.0%
106,037
+3.2%
1.25%
-14.1%
Q3 2020$2,632,000
-13.2%
102,721
-13.1%
1.45%
-13.9%
Q2 2020$3,034,000
+0.2%
118,166
-3.3%
1.69%
-14.4%
Q1 2020$3,029,000
-6.9%
122,214
-5.3%
1.97%
+24.0%
Q4 2019$3,253,000
+28.3%
129,009
+28.8%
1.59%
+14.5%
Q3 2019$2,535,000
+10.6%
100,156
+10.2%
1.39%
+7.0%
Q2 2019$2,293,000
+3.9%
90,897
+2.6%
1.30%
-0.4%
Q1 2019$2,207,000
+183.7%
88,627
+175.2%
1.30%
+157.8%
Q4 2018$778,00032,2090.50%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
CAPITAL ADVISORS INC/OK 3,076,075$76,840,0004.50%
Matthew Goff Investment Advisor, LLC 265,688$6,637,0002.86%
Murphy, Middleton, Hinkle & Parker, Inc. 117,350$2,931,0002.18%
Day & Ennis, LLC 91,922$2,296,0001.88%
Signature Wealth Management Group 99,710$2,491,0001.83%
Gateway Advisory, LLC 226,964$5,670,0001.57%
CORDA Investment Management, LLC. 508,640$12,705,0001.52%
LYELL WEALTH MANAGEMENT, LP 93,403$2,333,0000.93%
Camelot Portfolios, LLC 73,195$1,828,0000.86%
Timber Creek Capital Management LLC 47,091$1,176,0000.73%
View complete list of ISHARES TR shareholders