Chesley Taft & Associates LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. 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 2023$658,000
+9.5%
28,198
+10.2%
0.04%
+16.2%
Q2 2023$600,785
+20.6%
25,598
+21.9%
0.04%
+12.1%
Q1 2023$498,283
+17.3%
20,998
+15.4%
0.03%
+13.8%
Q4 2022$424,923
+102.3%
18,198
+100.0%
0.03%
+93.3%
Q3 2022$210,0009,1000.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 203,764$5,522,0004.23%
CAPITAL ADVISORS INC/OK 3,025,649$82,000,0002.92%
BRANDYWINE OAK PRIVATE WEALTH LLC 540,662$14,652,0002.23%
Signature Wealth Management Group 120,309$3,261,0002.06%
Gateway Advisory, LLC 286,959$7,777,0001.69%
SIGMA INVESTMENT COUNSELORS INC 698,661$18,935,0001.63%
Peloton Wealth Strategists 106,200$2,878,0001.43%
Praetorian Wealth Management, Inc. 103,858$2,814,0001.08%
Capital Investment Advisors, LLC 563,066$15,260,0000.64%
WRAPMANAGER INC 76,735$2,080,0000.61%
View complete list of ISHARES TR shareholders