Focused Wealth Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 88 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,564
+5.7%
100.0%0.00%
Q1 2023$1,479
+7.1%
100.0%0.00%
Q4 2022$1,381
-72.4%
10
-75.6%
0.00%
-100.0%
Q3 2022$5,000
-16.7%
410.0%0.00%0.0%
Q2 2022$6,000
-77.8%
41
-75.2%
0.00%
-75.0%
Q1 2022$27,000
-6.9%
1650.0%0.00%0.0%
Q4 2021$29,000
-17.1%
165
-23.3%
0.00%
-33.3%
Q3 2021$35,000
-2.8%
2150.0%0.01%0.0%
Q2 2021$36,000
+5.9%
2150.0%0.01%0.0%
Q1 2021$34,000
+385.7%
215
+330.0%
0.01%
+500.0%
Q4 2020$7,0000.0%500.0%0.00%
-50.0%
Q3 2020$7,000
+16.7%
500.0%0.00%
+100.0%
Q2 2020$6,000
+20.0%
500.0%0.00%0.0%
Q1 2020$5,000
-16.7%
500.0%0.00%0.0%
Q4 2019$6,0000.0%500.0%0.00%
-50.0%
Q3 2019$6,0000.0%500.0%0.00%0.0%
Q2 2019$6,0000.0%500.0%0.00%0.0%
Q1 2019$6,000
+20.0%
500.0%0.00%0.0%
Q4 2018$5,000
-16.7%
500.0%0.00%0.0%
Q3 2018$6,0000.0%500.0%0.00%0.0%
Q2 2018$6,0000.0%500.0%0.00%0.0%
Q1 2018$6,0000.0%500.0%0.00%0.0%
Q4 2017$6,0000.0%500.0%0.00%0.0%
Q3 2017$6,000
+20.0%
500.0%0.00%0.0%
Q2 2017$5,0000.0%500.0%0.00%0.0%
Q1 2017$5,0000.0%500.0%0.00%0.0%
Q4 2016$5,0000.0%500.0%0.00%0.0%
Q3 2016$5,0000.0%500.0%0.00%0.0%
Q2 2016$5,000500.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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