LYELL WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 91 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,277,050
+1.5%
294,260
+1.1%
0.98%
+6.9%
Q2 2023$7,167,768
+1.7%
291,136
+1.6%
0.92%
-7.2%
Q1 2023$7,048,502
-1.6%
286,641
-2.3%
0.99%
-12.7%
Q4 2022$7,163,436
+12.6%
293,343
+12.3%
1.13%
+4.4%
Q3 2022$6,363,000
+13.9%
261,296
+15.8%
1.08%
+18.9%
Q2 2022$5,586,000
+7.3%
225,680
+8.8%
0.91%
+36.0%
Q1 2022$5,208,000
-0.1%
207,482
+3.2%
0.67%
+12.6%
Q4 2021$5,211,000
+6.3%
200,982
+7.7%
0.60%
-0.2%
Q3 2021$4,904,000
-0.5%
186,527
-0.2%
0.60%
-2.3%
Q2 2021$4,928,000
-2.6%
186,867
-2.5%
0.61%
-17.2%
Q1 2021$5,058,000
+8.2%
191,676
+9.0%
0.74%
-1.2%
Q4 2020$4,674,000
+12.3%
175,831
+11.7%
0.75%
-4.4%
Q3 2020$4,163,000
+32.0%
157,426
+31.6%
0.78%
+12.7%
Q2 2020$3,154,000
+28.6%
119,657
+20.6%
0.69%
-5.6%
Q1 2020$2,452,000
+12.0%
99,182
+16.4%
0.73%
+25.3%
Q4 2019$2,190,000
+13.2%
85,232
+13.2%
0.58%
+0.5%
Q3 2019$1,935,000
+131.2%
75,304
+129.2%
0.58%
+131.0%
Q2 2019$837,000
-0.6%
32,854
-3.0%
0.25%
-10.3%
Q1 2019$842,000
+270.9%
33,854
+257.2%
0.28%
+195.8%
Q4 2018$227,000
-0.4%
9,4780.0%0.10%
+23.4%
Q3 2018$228,0009,4780.08%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Gateway Advisory, LLC 999,372$24,335,0006.03%
Paradigm, Strategies in Wealth Management, LLC 234,436$5,709,0005.21%
Tillar-Wenstrup Advisors, LLC 394,512$9,606,0004.80%
PFG Private Wealth Management, LLC 285,412$6,950,0004.56%
Windsor Capital Management, LLC 445,699$10,852,0004.06%
Signature Wealth Management Group 285,826$6,960,0003.54%
Cribstone Capital Management, LLC 214,655$5,227,0003.23%
Summit Asset Management, LLC 398,831$9,712,0003.14%
Peloton Wealth Strategists 244,200$5,946,0003.09%
SONATA CAPITAL GROUP INC 228,415$5,562,0003.06%
View complete list of ISHARES TR shareholders