BARRETT & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 244 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$995,177
+8.1%
40,836
+8.1%
0.59%
+9.7%
Q2 2023$920,842
-29.5%
37,770
-29.1%
0.53%
-35.4%
Q1 2023$1,306,457
+17.8%
53,260
+16.8%
0.83%
+13.0%
Q4 2022$1,108,6460.0%45,5860.0%0.73%0.0%
Q3 2022$1,108,64645,5860.73%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 222,518$5,970,0004.11%
Aptus Capital Advisors, LLC 3,550,093$95,249,0003.42%
RVW Wealth, LLC 933,074$25,000,0003.26%
TLWM 296,858$7,963,0003.02%
4Thought Financial Group Inc. 116,063$3,114,0003.00%
Gateway Advisory, LLC 304,624$8,173,0002.07%
Sound View Wealth Advisors Group, LLC 328,361$8,810,0002.05%
Peloton Wealth Strategists 161,200$4,325,0002.03%
CAPITAL ADVISORS INC/OK 2,258,399$60,593,0001.98%
Signature Wealth Management Group 124,377$3,337,0001.96%
View complete list of ISHARES TR shareholders