American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 146 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
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$530,432
-20.8%
20,480
-20.8%
0.02%
-21.4%
Q2 2022$669,774
-30.8%
25,850
-30.7%
0.03%
-15.2%
Q1 2022$967,205
-0.5%
37,3150.0%0.03%0.0%
Q4 2021$972,429
-15.9%
37,315
-15.5%
0.03%
-23.3%
Q3 2021$1,156,502
-0.3%
44,1750.0%0.04%
-4.4%
Q2 2021$1,160,036
-0.3%
44,1750.0%0.04%
-11.8%
Q1 2021$1,163,349
-0.1%
44,1750.0%0.05%
-15.0%
Q4 2020$1,164,453
-0.5%
44,1750.0%0.06%
-10.4%
Q3 2020$1,170,638
+27.7%
44,175
+27.3%
0.07%
+11.7%
Q2 2020$916,774
+62.6%
34,700
+60.1%
0.06%
+27.7%
Q1 2020$563,897
+4.0%
21,680
+4.6%
0.05%
+20.5%
Q4 2019$542,270
+18.4%
20,725
+18.3%
0.04%
+2.6%
Q3 2019$458,104
+0.1%
17,5250.0%0.04%
-2.6%
Q2 2019$457,727
-13.9%
17,525
-14.5%
0.04%
-22.0%
Q1 2019$531,770
+1.3%
20,5000.0%0.05%
-23.1%
Q4 2018$525,108
+22.8%
20,500
+21.8%
0.06%
+32.7%
Q3 2018$427,777
+42.5%
16,835
+43.2%
0.05%
+19.5%
Q2 2018$300,115
+0.1%
11,7600.0%0.04%
-8.9%
Q1 2018$299,879
+40.5%
11,760
+41.4%
0.04%
+32.4%
Q4 2017$213,4888,3150.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 223,760$5,849,0001.98%
Fusion Family Wealth LLC 193,220$5,051,0001.34%
MANAGED ACCOUNT SERVICES INC 65,166$1,706,0000.85%
Paulson Wealth Management Inc. 42,844$1,120,0000.84%
SONATA CAPITAL GROUP INC 47,406$1,239,0000.84%
Ferris Capital, LLC 82,068$2,145,0000.77%
Guidant Wealth Advisors 72,935$1,907,0000.71%
ALTERNA WEALTH MANAGEMENT, INC 21,396$559,0000.66%
Fieldpoint Private Securities, LLC 61,850$1,617,0000.59%
AllSquare Wealth Management LLC 29,290$766,0000.57%
View complete list of ISHARES TR shareholders