CONFLUENCE INVESTMENT MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 216 filers reported holding ISHARES TR in Q1 2021. 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$893,000
+80.4%
35,069
+81.5%
0.01%
+62.5%
Q3 2020$495,000
-61.9%
19,321
-61.8%
0.01%
-63.6%
Q2 2020$1,300,000
+5.7%
50,606
+2.0%
0.02%
-4.3%
Q1 2020$1,230,00049,6190.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Argent Wealth Management LLC 1,295,239$33,184,0005.51%
MV CAPITAL MANAGEMENT, INC. 569,489$14,624,0003.44%
PFG Private Wealth Management, LLC 136,488$3,505,0003.30%
First Fiduciary Investment Counsel, Inc. 72,595$18,642,0003.27%
Day & Ennis, LLC 248,320$6,377,0003.15%
AlphaMark Advisors, LLC 265,510$6,818,0002.94%
RVW Wealth, LLC 623,715$16,017,0002.93%
Aptus Capital Advisors, LLC 1,675,920$42,942,0002.70%
Fragasso Group Inc. 582,420$14,951,0002.54%
Matthew Goff Investment Advisor, LLC 301,923$7,753,0002.54%
View complete list of ISHARES TR shareholders