CONFLUENCE INVESTMENT MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 11 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$11,946,000
-4.9%
502,132
-0.2%
0.20%
+1.5%
Q2 2022$12,557,000
-6.5%
503,097
-1.3%
0.20%
+4.3%
Q1 2022$13,426,000
-4.0%
509,703
+3.1%
0.19%
+1.1%
Q4 2021$13,986,000
+0.2%
494,300
+1.5%
0.19%
-5.1%
Q3 2021$13,957,000
-0.4%
487,155
+0.4%
0.20%
+5.4%
Q2 2021$14,016,000
+4.7%
484,985
+2.6%
0.19%
-1.1%
Q1 2021$13,391,000
-0.7%
472,848
+3.6%
0.19%
-6.5%
Q4 2020$13,490,000
+1.2%
456,514
-0.4%
0.20%
-7.4%
Q3 2020$13,328,000
+2.6%
458,148
+1.7%
0.22%0.0%
Q2 2020$12,987,000
+11.5%
450,319
+1.5%
0.22%
-1.8%
Q1 2020$11,643,000
-14.3%
443,708
-11.4%
0.22%
+1.8%
Q4 2019$13,592,000
-3.9%
500,535
-1.8%
0.22%
-1.8%
Q3 2019$14,147,000
+4.1%
509,786
+1.8%
0.22%
+1.8%
Q2 2019$13,592,000
+4.3%
500,535
+0.3%
0.22%
-1.4%
Q1 2019$13,037,000
+380.2%
498,829
+358.3%
0.22%
+331.4%
Q4 2018$2,715,000108,8320.05%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 338,563$8,294,7985.61%
PFG Private Wealth Management, LLC 317,810$7,786,3344.60%
Gateway Advisory, LLC 699,504$17,137,8513.63%
Keeler Thomas Management LLC 236,682$5,804,0732.34%
4Thought Financial Group Inc. 116,867$2,863,2502.28%
Peloton Wealth Strategists 204,925$5,0212.22%
Signature Wealth Management Group 193,559$4,742,2032.21%
Aptus Capital Advisors, LLC 3,644,592$89,292,5042.14%
Platte River Wealth Advisors, LLC 241,985$5,928,6332.08%
Klingman & Associates, LLC 1,013,122$24,821,4952.00%
View complete list of ISHARES TR shareholders