CONFLUENCE INVESTMENT MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 124 filers reported holding ISHARES TR in Q2 2019. 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 Q2 2019
NameSharesValueWeighting ↓
RVW Wealth, LLC 832,543$21,313,0005.07%
TLWM 376,368$9,649,0004.96%
Guidant Wealth Advisors 313,545$8,027,0002.98%
Day & Ennis, LLC 219,208$5,612,0002.89%
Gateway Advisory, LLC 283,347$7,254,0002.46%
Murphy, Middleton, Hinkle & Parker, Inc. 123,962$3,173,0002.25%
Sound View Wealth Advisors Group, LLC 253,203$6,482,0001.93%
Signature Wealth Management Group 108,939$2,789,0001.85%
Motley Fool Wealth Management, LLC 960,443$24,587,0001.62%
Camelot Portfolios, LLC 120,976$3,097,0001.46%
View complete list of ISHARES TR shareholders