CORDA Investment Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CORDA Investment Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$20,068,837
+5.2%
854,721
+6.8%
1.57%
+3.1%
Q1 2023$19,068,386
+14.7%
800,520
+12.6%
1.52%
+12.6%
Q4 2022$16,617,472711,0601.35%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 329,654$7,852,3484.99%
Keeler Thomas Management LLC 290,943$6,930,2633.26%
4Thought Financial Group Inc. 154,126$3,671,2913.04%
Foundation Wealth Management, LLC 121,949$2,904,8852.99%
Aptus Capital Advisors, LLC 4,300,429$102,436,2192.75%
Signature Wealth Management Group 243,182$5,792,6012.75%
Platte River Wealth Advisors, LLC 281,033$6,694,2062.57%
Robbins Farley 147,870$3,522,2642.35%
Peloton Wealth Strategists 211,175$5,0302.30%
RVW Wealth, LLC 753,217$17,941,6292.22%
View complete list of ISHARES TR shareholders