Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$606,0000.0%23,0500.0%0.01%
-6.7%
Q4 2020$606,000
-4.0%
23,050
-4.2%
0.02%
-16.7%
Q3 2020$631,00024,0500.02%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 568,776$14,271,00015.54%
Gateway Advisory, LLC 1,048,914$26,317,00011.21%
NovaPoint Capital, LLC 466,679$11,709,0005.09%
Tillar-Wenstrup Advisors, LLC 392,752$9,854,0004.93%
Cribstone Capital Management, LLC 239,983$6,021,0003.70%
TLWM 340,045$8,536,0003.27%
PFG Private Wealth Management, LLC 228,768$5,740,0003.22%
SONATA CAPITAL GROUP INC 246,377$6,182,0003.21%
Windsor Capital Management, LLC 350,705$8,799,0003.14%
Madden Advisory Services, Inc. 159,142$3,993,0003.02%
View complete list of ISHARES TR shareholders