Clean Yield Group - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 149 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Clean Yield Group ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$8,0000.0%2980.0%0.00%0.0%
Q4 2021$8,0000.0%2980.0%0.00%0.0%
Q3 2021$8,0000.0%2980.0%0.00%0.0%
Q2 2021$8,0000.0%2980.0%0.00%0.0%
Q4 2020$8,0000.0%2980.0%0.00%0.0%
Q3 2020$8,0000.0%2980.0%0.00%0.0%
Q2 2020$8,000
+14.3%
2980.0%0.00%0.0%
Q1 2020$7,000
-12.5%
2980.0%0.00%0.0%
Q4 2019$8,0000.0%2980.0%0.00%0.0%
Q3 2019$8,0000.0%2980.0%0.00%0.0%
Q2 2019$8,0002980.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 385,938$9,405,3086.99%
Keeler Thomas Management LLC 604,202$14,928,7775.52%
Scissortail Wealth Management, LLC 236,003$5,751,3904.53%
Envision Financial Planning, LLC 161,317$3,931,2843.89%
Summit Asset Management, LLC 549,950$13,402,2743.64%
Windsor Capital Management, LLC 429,255$10,460,9543.62%
Gateway Advisory, LLC 698,889$17,031,9143.47%
Houlihan Financial Resource Group, Ltd. 226,696$5,5282.96%
Syntegra Private Wealth Group, LLC 773,021$18,838,5252.96%
Peloton Wealth Strategists 256,525$6,2522.88%
View complete list of ISHARES TR shareholders