Shakespeare Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 137 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2019
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 517,487$13,010,00013.18%
Aptus Capital Advisors, LLC 5,715,149$143,679,0004.31%
Tillar-Wenstrup Advisors, LLC 285,258$7,171,0003.38%
NovaPoint Capital, LLC 343,299$8,631,0003.09%
Madden Advisory Services, Inc. 178,958$4,499,0002.95%
Cribstone Capital Management, LLC 202,623$5,094,0002.83%
BerganKDV Wealth Management, LLC 1,057,795$26,593,0002.78%
PFG Private Wealth Management, LLC 200,215$5,033,0002.60%
RVW Wealth, LLC 828,291$20,823,0002.33%
SONATA CAPITAL GROUP INC 214,241$5,386,0002.26%
View complete list of ISHARES TR shareholders