TRADITION CAPITAL MANAGEMENT LLC - ISHARES TR ownership

Quarter-by-quarter ownership
TRADITION CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$442,000
+16.3%
17,300
+16.1%
0.14%
+13.5%
Q2 2017$380,00014,9000.13%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Guidant Wealth Advisors 1,281,084$31,766,00013.83%
Gateway Advisory, LLC 243,637$6,186,0001.74%
Asset Dedication, LLC 124,588$3,162,0001.08%
CHATHAM CAPITAL GROUP, INC. 89,000$2,260,0000.60%
PHILLIPS FINANCIAL MANAGEMENT, LLC 106,712$2,704,0000.57%
Prism Advisors, Inc. 39,450$1,002,0000.53%
Roof Eidam Maycock Peralta, LLC 44,465$1,129,0000.53%
Fieldpoint Private Securities, LLC 53,250$1,352,0000.52%
M Holdings Securities, Inc. 55,914$1,420,0000.39%
Vigilant Capital Management, LLC 98,630$2,504,0000.36%
View complete list of ISHARES TR shareholders