Element Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,227,761
-4.9%
50,380
-4.9%
0.88%
-1.6%
Q2 2023$1,291,579
+13.1%
52,977
+13.8%
0.90%
+5.5%
Q1 2023$1,141,872
+149.4%
46,550
+147.2%
0.85%
+127.8%
Q4 2022$457,897
+940.7%
18,828
+943.1%
0.37%
+812.2%
Q3 2022$44,0001,8050.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 252,028$6,766,0003.96%
Aptus Capital Advisors, LLC 4,719,513$126,695,0003.27%
RVW Wealth, LLC 956,416$26,000,0003.12%
4Thought Financial Group Inc. 133,585$3,586,0003.11%
TLWM 289,792$7,779,0002.96%
Karp Capital Management Corp 698,505$18,751,0002.64%
Peloton Wealth Strategists 210,700$5,656,0002.32%
Sound View Wealth Advisors Group, LLC 373,371$10,023,0002.09%
SIGMA INVESTMENT COUNSELORS INC 997,841$26,787,0001.98%
Cribstone Capital Management, LLC 122,151$3,279,0001.95%
View complete list of ISHARES TR shareholders