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 361,767$9,129,0005.25%
TLWM 330,203$8,343,0004.68%
Fragasso Financial Advisors Inc 720,138$18,173,0003.88%
Guidant Wealth Advisors 347,157$8,761,0003.41%
MV CAPITAL MANAGEMENT, INC. 485,737$12,258,0002.95%
Day & Ennis, LLC 199,948$5,046,0002.83%
BRANDYWINE OAK PRIVATE WEALTH LLC 528,536$13,337,0002.78%
Relative Value Partners Group, LLC 1,025,543$25,880,0002.77%
CORDA Investment Management, LLC. 871,832$22,000,0002.54%
RVW Wealth, LLC 351,483$8,870,0002.26%
View complete list of ISHARES TR shareholders