Stonebridge Capital Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Stonebridge Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$146,480
-3.7%
2,0000.0%0.02%0.0%
Q2 2023$152,120
+8.6%
2,0000.0%0.02%0.0%
Q1 2023$140,120
+9.4%
2,0000.0%0.02%
+6.7%
Q4 2022$128,100
+7.6%
2,0000.0%0.02%0.0%
Q3 2022$119,000
-7.0%
2,0000.0%0.02%
-6.2%
Q2 2022$128,000
-15.8%
2,0000.0%0.02%0.0%
Q1 2022$152,000
-2.6%
2,0000.0%0.02%
-5.9%
Q4 2021$156,000
+9.9%
2,0000.0%0.02%0.0%
Q3 2021$142,000
-48.2%
2,000
-50.0%
0.02%0.0%
Q2 2021$274,000
+107.6%
4,000
+100.0%
0.02%0.0%
Q1 2021$132,000
+24.5%
2,0000.0%0.02%
-15.0%
Q2 2020$106,000
+19.1%
2,0000.0%0.02%
+5.3%
Q1 2020$89,000
-21.2%
2,000
-4.8%
0.02%
+5.6%
Q4 2019$113,000
-26.6%
2,100
-32.8%
0.02%
-33.3%
Q3 2019$154,000
+0.7%
3,1240.0%0.03%0.0%
Q2 2019$153,000
-35.7%
3,124
+3.3%
0.03%
-74.8%
Q2 2014$238,0003,0240.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Systelligence, LLC 317,648$17,884,0005.42%
Fluent Financial, LLC 125,675$7,076,0004.25%
180 WEALTH ADVISORS, LLC 66,091$3,790,0001.42%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 38,322$2,158,0001.19%
Connecticut Wealth Management, LLC 129,476$7,289,0000.80%
Capital Advisors, Ltd. LLC 52,481$2,955,0000.74%
FAGAN ASSOCIATES, INC. 40,522$2,281,0000.65%
Carroll Financial Associates, Inc. 130,565$7,350,0000.57%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 9,133$534,0000.50%
HOWARD WEALTH MANAGEMENT, LLC 11,884$669,0000.48%
View complete list of ISHARES TR shareholders