PFG Private Wealth Management, LLC - 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
PFG Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,375,951
+8.8%
401,798
+9.4%
6.97%
+37.0%
Q2 2023$8,621,106
+8.6%
367,325
+9.8%
5.09%
+0.8%
Q1 2023$7,938,539
+113959.5%
334,536
+12.2%
5.05%
+16.8%
Q4 2022$6,960
-99.9%
298,078
+3.9%
4.32%
-0.7%
Q3 2022$6,625,000
+33.1%
286,779
+37.0%
4.35%
+55.8%
Q2 2022$4,978,000
+1.1%
209,263
+4.8%
2.79%
+10.5%
Q1 2022$4,922,000
+0.6%
199,655
+6.3%
2.53%
-0.0%
Q4 2021$4,895,000
-27.7%
187,771
-26.5%
2.53%
-36.2%
Q3 2021$6,774,000
+7.1%
255,622
+7.6%
3.96%
-3.3%
Q2 2021$6,322,000
+6.4%
237,589
+5.5%
4.10%
+0.3%
Q1 2021$5,939,000
+7.6%
225,305
+10.6%
4.09%
-3.4%
Q4 2020$5,522,000
+9.0%
203,764
+7.8%
4.23%
-4.2%
Q3 2020$5,067,000
+9.1%
188,938
+8.6%
4.42%
+1.0%
Q2 2020$4,643,000
+11.4%
174,027
+2.5%
4.37%
-2.6%
Q1 2020$4,167,000
-4.8%
169,732
-0.8%
4.49%
+14.7%
Q4 2019$4,377,000171,1683.91%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 203,764$5,522,0004.23%
CAPITAL ADVISORS INC/OK 3,025,649$82,000,0002.92%
BRANDYWINE OAK PRIVATE WEALTH LLC 540,662$14,652,0002.23%
Signature Wealth Management Group 120,309$3,261,0002.06%
Gateway Advisory, LLC 286,959$7,777,0001.69%
SIGMA INVESTMENT COUNSELORS INC 698,661$18,935,0001.63%
Peloton Wealth Strategists 106,200$2,878,0001.43%
Praetorian Wealth Management, Inc. 103,858$2,814,0001.08%
Capital Investment Advisors, LLC 563,066$15,260,0000.64%
WRAPMANAGER INC 76,735$2,080,0000.61%
View complete list of ISHARES TR shareholders