Chesley Taft & Associates LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 147 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Chesley Taft & Associates LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$856,000
+0.8%
33,925
+1.2%
0.06%
-6.2%
Q2 2020$849,000
+165.3%
33,525
+164.5%
0.06%
+124.1%
Q1 2020$320,000
-7.5%
12,675
-7.3%
0.03%
+16.0%
Q4 2019$346,000
+5.8%
13,675
+6.2%
0.02%0.0%
Q3 2019$327,000
+36.2%
12,875
+35.9%
0.02%
+31.6%
Q2 2019$240,000
+10.6%
9,475
+10.2%
0.02%
+5.6%
Q1 2019$217,0008,6000.02%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 332,016$8,313,0004.52%
TLWM 299,026$7,512,0004.37%
Fragasso Group Inc. 712,869$17,793,0004.31%
Leicht Financial Planning & Wealth Management, Inc. 142,962$3,589,0004.26%
Day & Ennis, LLC 173,692$4,349,0002.93%
CORDA Investment Management, LLC. 838,695$20,998,0002.49%
Lutz Financial Services LLC 404,819$10,135,0002.24%
MV CAPITAL MANAGEMENT, INC. 313,932$7,860,0001.96%
Matthew Goff Investment Advisor, LLC 96,713$2,421,0000.97%
Timber Creek Capital Management LLC 52,942$1,325,0000.85%
View complete list of ISHARES TR shareholders