Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDD and the CUSIP is 46432FAZ0. A total of 23 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$309
+0.3%
11,6080.0%0.01%
-16.7%
Q4 2022$308
-99.9%
11,6080.0%0.01%
-14.3%
Q3 2022$307,0000.0%11,6080.0%0.01%0.0%
Q2 2022$307,000
-0.3%
11,6080.0%0.01%
+16.7%
Q1 2022$308,000
+43.3%
11,608
+47.5%
0.01%
+20.0%
Q4 2021$215,000
+1.4%
7,8700.0%0.01%
+25.0%
Q3 2021$212,000
-0.5%
7,8700.0%0.00%0.0%
Q2 2021$213,000
-0.5%
7,8700.0%0.00%
-20.0%
Q1 2021$214,000
-0.5%
7,8700.0%0.01%0.0%
Q4 2020$215,0000.0%7,8700.0%0.01%
-16.7%
Q3 2020$215,000
+4.4%
7,870
+4.4%
0.01%0.0%
Q2 2020$206,0007,5400.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Ferris Capital, LLC 77,513$2,059,0000.47%
WJ Wealth Management, LLC 8,540$226,0000.15%
ALESCO ADVISORS LLC 45,205$1,201,0000.04%
Ellis Investment Partners, LLC 3,795$100,0000.02%
Financial Advocates Investment Management 8,502$226,0000.02%
US BANCORP \DE\ 340,843$9,054,0000.02%
Anchor Investment Management, LLC 3,734$99,1860.01%
Belpointe Asset Management LLC 6,595$176,0000.01%
Kovitz Investment Group Partners, LLC 11,608$308,0000.01%
Mariner, LLC 30,174$802,0000.00%
View complete list of ISHARES TR shareholders