Segment Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 171 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$263,000
+0.4%
10,4900.0%0.03%0.0%
Q2 2022$262,000
-0.4%
10,4900.0%0.03%
+22.2%
Q1 2022$263,000
-1.1%
10,490
-0.9%
0.03%
-3.6%
Q4 2021$266,000
-12.8%
10,590
-12.0%
0.03%
-22.2%
Q3 2021$305,000
-9.2%
12,040
-8.9%
0.04%
-10.0%
Q2 2021$336,000
+5.0%
13,220
+5.3%
0.04%
-4.8%
Q1 2021$320,000
-9.3%
12,560
-8.9%
0.04%
-17.6%
Q4 2020$353,000
-2.2%
13,790
-2.1%
0.05%
-13.6%
Q3 2020$361,000
+5.2%
14,091
+5.5%
0.06%
-6.3%
Q2 2020$343,000
+66.5%
13,356
+60.8%
0.06%
+37.0%
Q1 2020$206,000
-1.9%
8,3060.0%0.05%
+31.4%
Q4 2019$210,0000.0%8,3060.0%0.04%
-14.6%
Q3 2019$210,0000.0%8,3060.0%0.04%
-4.7%
Q2 2019$210,000
+1.4%
8,3060.0%0.04%
-2.3%
Q1 2019$207,000
+3.0%
8,3060.0%0.04%
-13.7%
Q4 2018$201,000
-0.5%
8,3060.0%0.05%
+15.9%
Q3 2018$202,0000.0%8,3060.0%0.04%
-8.3%
Q2 2018$202,000
-1.0%
8,3060.0%0.05%
-5.9%
Q1 2018$204,0008,3060.05%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 286,507$6,971,0003.79%
Matthew Goff Investment Advisor, LLC 342,148$8,324,0003.34%
Day & Ennis, LLC 188,207$4,579,0003.08%
AlphaMark Advisors, LLC 261,040$6,351,0002.56%
Murphy, Middleton, Hinkle & Parker, Inc. 118,894$2,893,0002.04%
Signature Wealth Management Group 105,093$2,549,0001.89%
CORDA Investment Management, LLC. 588,580$14,320,0001.70%
CAPITAL ADVISORS INC/OK 1,138,179$27,692,0001.65%
Camelot Portfolios, LLC 150,275$3,656,0001.65%
Gateway Advisory, LLC 250,135$6,086,0001.60%
View complete list of ISHARES TR shareholders