Bison Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 28 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,000
-33.3%
740.0%0.00%
-50.0%
Q1 2022$3,0000.0%740.0%0.00%0.0%
Q4 2021$3,0000.0%740.0%0.00%
+100.0%
Q3 2021$3,0000.0%740.0%0.00%0.0%
Q2 2021$3,0000.0%740.0%0.00%0.0%
Q1 2021$3,0000.0%740.0%0.00%0.0%
Q4 2020$3,000
+50.0%
740.0%0.00%0.0%
Q3 2020$2,0000.0%740.0%0.00%0.0%
Q2 2020$2,0000.0%740.0%0.00%0.0%
Q1 2020$2,000
-60.0%
74
-43.9%
0.00%
-50.0%
Q4 2019$5,0001320.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CPWM, LLC 271,628$9,129,0002.06%
Private Advisory Group LLC 68,560$2,304,0000.90%
1st Global Advisors, Inc. 117,030$3,933,0000.49%
BOK Financial Private Wealth, Inc. 68,462$2,301,0000.35%
Sterling Investment Advisors, Ltd. 11,950$402,0000.32%
ADELL HARRIMAN & CARPENTER INC 38,450$1,292,304,0000.32%
QUANTUM CAPITAL MANAGEMENT 28,746$966,0000.26%
GREYSTONE INVESTMENT MANAGEMENT LLC 13,320$448,0000.23%
Freedom Investment Management, Inc. 76,146$2,559,0000.16%
Perigon Wealth Management, LLC 20,898$734,0000.16%
View complete list of ISHARES TR shareholders