CONFLUENCE INVESTMENT MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 37 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$18,072,000
+45.8%
829,390
+52.8%
0.30%
+56.5%
Q2 2022$12,399,000
+39.8%
542,644
+50.0%
0.19%
+55.6%
Q1 2022$8,866,000
-3.5%
361,739
+3.6%
0.12%
+1.6%
Q4 2021$9,192,000
-0.1%
349,166
+1.0%
0.12%
-5.4%
Q3 2021$9,200,000
-0.2%
345,651
+0.6%
0.13%
+4.9%
Q2 2021$9,219,000
+5.7%
343,720
+3.0%
0.12%
+0.8%
Q1 2021$8,723,000
-1.8%
333,831
+3.3%
0.12%
-7.6%
Q4 2020$8,886,000
+1.4%
323,253
-0.2%
0.13%
-7.0%
Q3 2020$8,761,000323,9450.14%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 125,857$3,313,0002.68%
PFG Private Wealth Management, LLC 179,225$4,718,0002.44%
Legacy CG, LLC 136,648$3,597,0002.16%
Matthew Goff Investment Advisor, LLC 268,222$7,061,0001.62%
Signature Wealth Management Group 98,281$2,587,0001.30%
Bradley & Co. Private Wealth Management, LLC 41,355$1,088,0000.87%
WRAPMANAGER INC 75,096$1,977,0000.49%
Peloton Wealth Strategists 44,500$1,171,0000.47%
Kesler, Norman & Wride, LLC 78,919$2,078,0000.44%
Capital Investment Advisors, LLC 505,178$13,299,0000.41%
View complete list of ISHARES TR shareholders