Bridgeworth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 192 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Bridgeworth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$360,000
-0.3%
14,5680.0%0.10%
-1.9%
Q2 2021$361,000
-0.3%
14,5680.0%0.10%
-9.6%
Q1 2021$362,000
-0.3%
14,5680.0%0.11%
-5.0%
Q4 2020$363,000
-0.5%
14,5680.0%0.12%
-12.4%
Q3 2020$365,000
-0.3%
14,5680.0%0.14%
-4.2%
Q2 2020$366,000
+1.9%
14,5680.0%0.14%
-12.8%
Q1 2020$359,000
-1.4%
14,5680.0%0.16%
+20.6%
Q4 2019$364,0000.0%14,5680.0%0.14%
-2.2%
Q3 2019$364,000
+0.3%
14,5680.0%0.14%
+0.7%
Q2 2019$363,000
+15.6%
14,568
+14.6%
0.14%
+11.3%
Q1 2019$314,000
+8.7%
12,707
+6.9%
0.12%
-24.8%
Q4 2018$289,000
+23.5%
11,885
+23.6%
0.16%
+27.9%
Q3 2018$234,0000.0%9,6180.0%0.13%
+27.7%
Q2 2018$234,0009,6180.10%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
BerganKDV Wealth Management, LLC 988,979$24,101,0005.39%
Tillar-Wenstrup Advisors, LLC 339,183$8,266,0004.60%
Cottage Street Advisors LLC 233,408$5,687,0003.34%
Day & Ennis, LLC 152,317$3,712,0002.75%
Fragasso Group Inc. 412,965$10,064,0002.59%
CORDA Investment Management, LLC. 827,757$20,172,0002.50%
CAPITAL ADVISORS INC/OK 1,434,848$34,967,0002.10%
Murphy, Middleton, Hinkle & Parker, Inc. 111,957$2,728,0002.04%
Gateway Advisory, LLC 238,838$5,820,0001.64%
MV CAPITAL MANAGEMENT, INC. 215,614$5,255,0001.36%
View complete list of ISHARES TR shareholders