American Portfolios Advisors - ISHARES TR ownership

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ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$17,235
+7.8%
203
+14.0%
0.00%0.0%
Q2 2022$15,986
-35.1%
178
-21.9%
0.00%0.0%
Q1 2022$24,642
-30.5%
228
-26.7%
0.00%0.0%
Q4 2021$35,442
+10.6%
3110.0%0.00%0.0%
Q3 2021$32,045
+0.2%
3110.0%0.00%0.0%
Q2 2021$31,974
+8.5%
3110.0%0.00%0.0%
Q1 2021$29,461
+25.0%
311
+19.2%
0.00%0.0%
Q4 2020$23,566
+11.2%
2610.0%0.00%0.0%
Q3 2020$21,193
+9.7%
2610.0%0.00%0.0%
Q2 2020$19,322
+20.3%
2610.0%0.00%0.0%
Q1 2020$16,065
-18.1%
2610.0%0.00%0.0%
Q4 2019$19,609
+9.0%
2610.0%0.00%0.0%
Q3 2019$17,990
-7.5%
261
-8.7%
0.00%
-50.0%
Q2 2019$19,457
+3.7%
2860.0%0.00%0.0%
Q1 2019$18,768
+12.4%
2860.0%0.00%0.0%
Q4 2018$16,700
+34.3%
286
+55.4%
0.00%
+100.0%
Q3 2018$12,435
+7.2%
1840.0%0.00%
-50.0%
Q2 2018$11,599
+3.8%
1840.0%0.00%0.0%
Q1 2018$11,176
-1.2%
1840.0%0.00%0.0%
Q4 2017$11,310–184–0.00%–
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Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 227,510$14,003,00010.06%
C-J Advisory, Inc. 141,586$8,714,0007.86%
Systelligence, LLC 40,638$2,501,0001.17%
Pegasus Partners Ltd. 24,568$1,512,0000.59%
BEAM WEALTH ADVISORS, INC. 8,732$537,0000.53%
Patriot Financial Group Insurance Agency, LLC 10,931$673,0000.31%
Meristem Family Wealth, LLC 15,300$942,0000.29%
GenWealth Group, Inc. 9,635$593,0000.26%
Greenwich Wealth Management LLC 10,257$1,174,0000.25%
MONECO Advisors, LLC 3,929$242,0000.25%
View complete list of ISHARES TR shareholders