TRADITION CAPITAL MANAGEMENT LLC - ISHARES TR ownership

Quarter-by-quarter ownership
TRADITION CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$430,000
+3.9%
16,850
+3.7%
0.14%
+1.5%
Q2 2017$414,00016,2500.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 235,024$5,967,0001.65%
MANAGED ACCOUNT SERVICES INC 72,000$1,828,0001.19%
Prism Advisors, Inc. 81,277$2,064,0001.14%
Vigilant Capital Management, LLC 306,535$7,783,0001.02%
Asset Dedication, LLC 85,273$2,166,0000.87%
Fusion Family Wealth LLC 101,518$2,578,0000.64%
Roof Eidam Maycock Peralta, LLC 43,255$1,098,0000.54%
PHILLIPS FINANCIAL MANAGEMENT, LLC 76,365$1,935,0000.41%
Denver PWM, LLC 20,976$532,0000.40%
LEAVELL INVESTMENT MANAGEMENT, INC. 119,997$3,047,0000.36%
View complete list of ISHARES TR shareholders