Segment Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 210 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
Segment Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$217,000
-22.5%
8,700
-22.2%
0.03%
-31.1%
Q3 2020$280,000
+6.9%
11,185
+7.5%
0.04%
-6.2%
Q2 2020$262,00010,4000.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Cottage Street Advisors LLC 338,375$8,365,0005.13%
BerganKDV Wealth Management, LLC 1,013,462$25,053,0005.12%
Tillar-Wenstrup Advisors, LLC 345,253$8,535,0004.90%
Clearshares LLC 173,312$4,284,0004.15%
Day & Ennis, LLC 239,361$5,917,0003.32%
Matthew Goff Investment Advisor, LLC 279,859$6,918,0003.19%
RVW Wealth, LLC 501,370$12,394,0003.16%
BRANDYWINE OAK PRIVATE WEALTH LLC 543,412$13,433,0002.80%
Guidant Wealth Advisors 286,854$7,091,0002.76%
Fragasso Group Inc. 507,547$12,547,0002.68%
View complete list of ISHARES TR shareholders