Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 106 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,421,947
-5.3%
9,464
-1.5%
0.04%
-2.6%
Q2 2023$1,501,979
-1.4%
9,604
-6.8%
0.04%
-7.1%
Q1 2023$1,524,078
-4.2%
10,302
-10.6%
0.04%
-16.0%
Q4 2022$1,591,566
-11.9%
11,521
-19.2%
0.05%
-9.1%
Q3 2022$1,806,00014,2600.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders