Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 139 filers reported holding ISHARES TR in Q1 2023. 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
Q2 2024$4,488,373
+16.6%
181,201
+17.2%
1.40%
+11.5%
Q1 2024$3,849,183
+4.1%
154,550
+4.9%
1.26%
-8.1%
Q4 2023$3,696,237
+28.1%
147,313
+22.7%
1.37%
+16.3%
Q3 2023$2,885,349
+7.2%
120,074
+9.3%
1.18%
+13.6%
Q2 2023$2,692,120
-31.7%
109,879
-30.5%
1.03%
-34.9%
Q1 2023$3,940,580
+12.5%
158,002
+9.6%
1.59%
+7.1%
Q4 2022$3,502,250
+16.1%
144,185
+14.2%
1.48%
+7.7%
Q3 2022$3,017,000
+10.7%
126,294
+15.7%
1.38%
+17.1%
Q2 2022$2,725,000
+45.6%
109,178
+125.6%
1.18%
+65.9%
Q1 2022$1,872,00048,3870.71%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 121,708$3,038,0002.85%
PFG Private Wealth Management, LLC 196,142$4,896,0002.75%
Aptus Capital Advisors, LLC 3,823,959$95,446,0002.48%
Legacy CG, LLC 123,491$3,082,0002.12%
Peloton Wealth Strategists 161,000$4,019,0001.96%
Signature Wealth Management Group 146,735$3,663,0001.78%
Matthew Goff Investment Advisor, LLC 263,456$6,576,0001.77%
SIGMA INVESTMENT COUNSELORS INC 807,617$20,158,0001.64%
CAPITAL ADVISORS INC/OK 1,664,198$41,538,0001.25%
Bradley & Co. Private Wealth Management, LLC 44,247$1,105,0001.22%
View complete list of ISHARES TR shareholders