Chesley Taft & Associates LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDK and the CUSIP is 46434VAU4. A total of 106 filers reported holding ISHARES TR in Q2 2018. 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 2019$421,0000.0%16,9250.0%0.03%0.0%
Q2 2019$421,000
-13.2%
16,925
-13.3%
0.03%
-17.5%
Q1 2019$485,000
+22.8%
19,525
+22.6%
0.04%
+5.3%
Q4 2018$395,000
+6.8%
15,925
+6.7%
0.04%
+31.0%
Q3 2018$370,000
+18.6%
14,925
+18.5%
0.03%
+7.4%
Q2 2018$312,000
+23.3%
12,600
+23.5%
0.03%
+22.7%
Q1 2018$253,00010,2000.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
TLWM 342,655$8,518,0004.90%
Claraphi Advisory Network, LLC 305,533$7,599,0004.46%
Tillar-Wenstrup Advisors, LLC 288,840$7,183,0004.05%
MV CAPITAL MANAGEMENT, INC. 538,371$13,389,0003.10%
BRANDYWINE OAK PRIVATE WEALTH LLC 564,829$14,047,0002.81%
Guidant Wealth Advisors 241,108$5,996,0002.32%
ALTERNA WEALTH MANAGEMENT, INC 69,194$1,721,0002.07%
RVW Wealth, LLC 342,330$8,514,0002.03%
Fragasso Group Inc. 327,256$8,139,0001.61%
CORDA Investment Management, LLC. 503,060$12,511,0001.36%
View complete list of ISHARES TR shareholders