Shakespeare Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 157 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Shakespeare Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$353,000
+0.3%
14,128
+0.2%
0.19%
-6.4%
Q3 2019$352,000
+0.9%
14,096
+0.7%
0.20%
-9.3%
Q2 2019$349,00014,0030.22%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
BerganKDV Wealth Management, LLC 1,006,710$24,523,0005.74%
Cottage Street Advisors LLC 323,334$7,876,0005.24%
Tillar-Wenstrup Advisors, LLC 305,212$7,435,0004.90%
RiverGlades Family Offices LLC 204,829$4,990,0004.22%
Matthew Goff Investment Advisor, LLC 296,632$7,226,0003.67%
Day & Ennis, LLC 204,829$4,990,0003.28%
Guidant Wealth Advisors 273,274$6,656,0003.10%
Gateway Advisory, LLC 282,863$6,891,0002.88%
Fragasso Group Inc. 470,220$11,455,0002.56%
CORDA Investment Management, LLC. 845,522$20,596,0002.53%
View complete list of ISHARES TR shareholders