Stonebridge Capital Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 496 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
Stonebridge Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$22,592
+1029.6%
244
+838.5%
0.00%
Q2 2022$2,000
-96.7%
26
-95.4%
0.00%
-100.0%
Q1 2022$60,000
+1400.0%
569
+817.7%
0.01%
+500.0%
Q2 2020$4,000620.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Permanens Capital L.P. 393,265$27,603,00011.65%
TMD & ASSOCIATES, INC 159,905$11,224,0009.74%
Well Done, LLC 359,092$25,205,0009.52%
NewFocus Financial Group, LLC 160,524$11,267,0007.60%
CFO4Life, L.P. 76,819$5,392,0004.46%
Diversified Trust Co 713,320$50,068,0004.25%
TD Capital Management LLC 179,806$12,621,0003.87%
Brinker Capital Investments, LLC 1,207,450$84,751,0003.59%
Tillar-Wenstrup Advisors, LLC 52,426$3,680,0003.11%
Stonehearth Capital Management, LLC 16,350$1,148,0000.90%
View complete list of ISHARES TR shareholders