BLUE SQUARE ASSET MANAGEMENT, 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
BLUE SQUARE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$923,888
+2.2%
39,926
+3.7%
0.68%
+5.8%
Q2 2023$903,792
-9.0%
38,492
-7.6%
0.64%
-1.4%
Q1 2023$992,794
+19.0%
41,679
+16.7%
0.65%
+21.6%
Q4 2022$834,30935,7000.54%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 299,998$7,0114.35%
Aptus Capital Advisors, LLC 5,289,617$123,618,3493.80%
4Thought Financial Group Inc. 151,803$3,548,0003.20%
Foundation Wealth Management, LLC 129,665$3,030,3283.08%
Signature Wealth Management Group 232,858$5,441,9022.66%
Robbins Farley 145,333$3,396,4322.63%
RVW Wealth, LLC 748,215$17,485,7852.23%
Peloton Wealth Strategists 197,900$4,6252.23%
Gateway Advisory, LLC 355,299$8,3032.13%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,263,966$52,908,8762.01%
View complete list of ISHARES TR shareholders