WealthStone, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthStone, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$296,000
-0.3%
11,9370.0%0.10%
-1.9%
Q4 2020$297,000
-0.7%
11,9370.0%0.10%
-22.8%
Q3 2020$299,000
-99.9%
11,937
-25.0%
0.14%
-28.8%
Q2 2020$400,489,00015,9240.19%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
BerganKDV Wealth Management, LLC 1,306,429$32,543,0004.58%
AlphaMark Advisors, LLC 478,299$11,914,0004.56%
Matthew Goff Investment Advisor, LLC 536,942$13,375,0003.98%
Trust Co of Kansas 291,632$7,265,0003.80%
Cottage Street Advisors LLC 159,583$3,975,0003.72%
Aptus Capital Advisors, LLC 2,724,066$67,856,0003.11%
MV CAPITAL MANAGEMENT, INC. 640,327$15,951,0003.02%
Cribstone Capital Management, LLC 155,634$3,877,0002.66%
RVW Wealth, LLC 693,386$17,000,0002.49%
Day & Ennis, LLC 237,980$5,928,0002.36%
View complete list of ISHARES TR shareholders