Advisory Services & Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 113 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisory Services & Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$325,938
-20.9%
6,073
-29.4%
0.32%
-25.5%
Q3 2022$412,000
-74.3%
8,604
-72.1%
0.44%
-71.6%
Q2 2022$1,604,000
-40.9%
30,855
-30.8%
1.53%
-30.3%
Q1 2022$2,714,000
-4.3%
44,567
+0.3%
2.20%
+21.0%
Q4 2021$2,837,000
-4.8%
44,428
-0.2%
1.82%
-7.3%
Q3 2021$2,981,000
+1.0%
44,518
+0.1%
1.96%
-9.0%
Q2 2021$2,951,000
-10.8%
44,469
-10.6%
2.15%
-20.0%
Q1 2021$3,310,00049,7182.69%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Ratio Wealth Group 176,457$11,815,5613.88%
Elm Partners Management LLC 410,496$27,487,0003.67%
Advisory Services & Investments, LLC 44,518$2,981,0001.96%
Barber Financial Group, Inc. 152,490$10,211,0001.32%
Columbus Macro, LLC 48,081$3,219,0001.06%
Mandatum Life Insurance Co Ltd 77,876$5,215,0000.97%
Portfolio Solutions, LLC 91,527$6,129,0000.76%
THRIVENT FINANCIAL FOR LUTHERANS 5,621,741$373,006,0000.76%
Smithfield Trust Co 144,786$9,699,0000.64%
OLD MISSION CAPITAL LLC 230,156$15,411,0000.62%
View complete list of ISHARES TR shareholders