Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDD and the CUSIP is 46432FAZ0. A total of 22 filers reported holding ISHARES TR in Q1 2022. 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 2022
NameSharesValueWeighting ↓
Ferris Capital, LLC 84,542$2,268,0000.79%
CONFLUENCE INVESTMENT MANAGEMENT LLC 502,554$13,431,0000.22%
CAPITAL ONE, NATIONAL ASSOCIATION 50,336$1,351,0000.18%
Ellis Investment Partners, LLC 3,693$99,0000.03%
J.W. COLE ADVISORS, INC. 8,320$223,0000.03%
Anchor Investment Management, LLC 4,050$108,6620.02%
Timber Creek Capital Management LLC 1,100$29,0000.02%
D.A. DAVIDSON & CO. 27,300$732,0000.01%
Retirement Group, LLC 645$17,0000.01%
Private Advisor Group, LLC 20,290$544,0000.01%
View complete list of ISHARES TR shareholders