Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 278 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$303,000
-13.7%
8,889
-1.2%
0.04%
-2.2%
Q1 2022$351,000
+7.0%
9,001
+5.0%
0.05%
+7.0%
Q4 2021$328,000
+51.9%
8,576
+35.2%
0.04%
+38.7%
Q3 2021$216,000
-12.2%
6,345
-9.1%
0.03%
+3.3%
Q2 2021$246,000
+179.5%
6,980
+173.7%
0.03%
+114.3%
Q1 2021$88,000
+252.0%
2,550
+206.1%
0.01%
+180.0%
Q4 2020$25,000
-99.8%
833
+118.6%
0.01%0.0%
Q3 2020$10,136,000
+12.5%
381
+0.5%
0.01%0.0%
Q2 2020$9,008,000
+17.6%
379
+0.3%
0.01%0.0%
Q1 2020$7,659,000
-69.3%
378
-56.1%
0.01%
-66.7%
Q4 2019$24,949,0008620.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders