BARRETT & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$412,111
+19.0%
17,809
+20.7%
0.24%
+20.9%
Q2 2023$346,437
+116.6%
14,755
+119.7%
0.20%
+99.0%
Q1 2023$159,975
+260.3%
6,716
+253.5%
0.10%
+248.3%
Q4 2022$44,4030.0%1,9000.0%0.03%0.0%
Q3 2022$44,4031,9000.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 329,654$7,852,3484.99%
Keeler Thomas Management LLC 290,943$6,930,2633.26%
4Thought Financial Group Inc. 154,126$3,671,2913.04%
Foundation Wealth Management, LLC 121,949$2,904,8852.99%
Aptus Capital Advisors, LLC 4,300,429$102,436,2192.75%
Signature Wealth Management Group 243,182$5,792,6012.75%
Platte River Wealth Advisors, LLC 281,033$6,694,2062.57%
Robbins Farley 147,870$3,522,2642.35%
Peloton Wealth Strategists 211,175$5,0302.30%
RVW Wealth, LLC 753,217$17,941,6292.22%
View complete list of ISHARES TR shareholders