CONFLUENCE INVESTMENT MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 100 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$852,000
-8.6%
32,583
-8.1%
0.01%
-14.3%
Q4 2020$932,000
+5.9%
35,464
+5.7%
0.01%0.0%
Q3 2020$880,000
-0.7%
33,539
-0.7%
0.01%
-6.7%
Q2 2020$886,000
+6.2%
33,760
+1.2%
0.02%
-6.2%
Q1 2020$834,000
-31.4%
33,349
-30.3%
0.02%
-15.8%
Q4 2019$1,216,000
-0.1%
47,858
+0.7%
0.02%0.0%
Q3 2019$1,217,000
+0.1%
47,527
-0.7%
0.02%0.0%
Q2 2019$1,216,000
-37.0%
47,858
-38.0%
0.02%
-42.4%
Q1 2019$1,930,000
-32.1%
77,179
-34.3%
0.03%
-37.7%
Q4 2018$2,841,000
-1.5%
117,437
-1.0%
0.05%
+8.2%
Q3 2018$2,884,000
+12.7%
118,668
+12.6%
0.05%
+8.9%
Q2 2018$2,558,000
+1.9%
105,344
+2.7%
0.04%
-2.2%
Q1 2018$2,510,000102,5330.05%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
TLWM 244,420$5,940,0003.71%
Matthew Goff Investment Advisor, LLC 320,477$7,800,0003.05%
Murphy, Middleton, Hinkle & Parker, Inc. 124,753$3,029,0002.26%
Motley Fool Wealth Management, LLC 1,018,827$24,737,0001.75%
Signature Wealth Management Group 96,313$2,338,0001.73%
Day & Ennis, LLC 91,594$2,224,0001.65%
Gateway Advisory, LLC 235,707$5,723,0001.61%
CAPITAL ADVISORS INC/OK 906,299$22,005,0001.32%
Geneva Partners, LLC 62,972$1,529,0001.21%
Timber Creek Capital Management LLC 73,297$1,779,0001.16%
View complete list of ISHARES TR shareholders