Shakespeare Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 1 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
Shakespeare Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$422,0000.0%16,702
+0.2%
0.23%
-6.6%
Q3 2019$422,000
+1.2%
16,664
+0.7%
0.24%
-9.3%
Q2 2019$417,00016,5450.27%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 271,502$6,562,0004.32%
Matthew Goff Investment Advisor, LLC 345,350$8,347,0004.24%
RiverGlades Family Offices LLC 196,004$4,737,0004.00%
Day & Ennis, LLC 196,004$4,737,0003.11%
AlphaMark Advisors, LLC 266,694$6,446,0003.10%
Gateway Advisory, LLC 282,874$6,837,0002.86%
Aptus Capital Advisors, LLC 360,688$8,717,0002.30%
Fragasso Group Inc. 411,145$9,937,0002.22%
Murphy, Middleton, Hinkle & Parker, Inc. 118,618$2,867,0002.19%
CAPITAL ADVISORS INC/OK 1,284,003$31,034,0002.02%
View complete list of ISHARES TR shareholders