Fieldpoint Private Securities, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 77 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$843,000
-0.7%
33,6000.0%0.24%
+40.0%
Q1 2022$849,000
-1.6%
33,6000.0%0.18%
+3.6%
Q4 2021$863,000
-1.3%
33,6000.0%0.17%
-12.4%
Q3 2021$874,0000.0%33,6000.0%0.19%
+1.0%
Q2 2021$874,000
-0.5%
33,6000.0%0.19%
-6.8%
Q1 2021$878,000
-0.6%
33,6000.0%0.20%
+2.0%
Q4 2020$883,000
+0.2%
33,6000.0%0.20%
-22.7%
Q3 2020$881,0000.0%33,6000.0%0.26%
-12.5%
Q2 2020$881,000
+4.9%
33,6000.0%0.30%
-8.3%
Q1 2020$840,000
-2.2%
33,6000.0%0.32%
+29.1%
Q4 2019$859,000
-0.1%
33,6000.0%0.25%
-19.6%
Q3 2019$860,000
+0.7%
33,6000.0%0.31%
+16.4%
Q2 2019$854,000
+1.7%
33,6000.0%0.27%
-23.0%
Q1 2019$840,000
+3.3%
33,6000.0%0.35%
-3.6%
Q4 2018$813,000
-0.4%
33,6000.0%0.36%
+16.8%
Q3 2018$816,0000.0%33,6000.0%0.31%
-1.3%
Q2 2018$816,000–33,600–0.31%–
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Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 5,362,890$140,186,0005.03%
PFG Private Wealth Management, LLC 260,079$6,798,0004.68%
Tillar-Wenstrup Advisors, LLC 350,819$9,170,0004.47%
TLWM 362,678$9,473,0003.60%
RVW Wealth, LLC 942,672$25,000,0003.26%
Paradigm, Strategies in Wealth Management, LLC 109,452$2,861,0002.76%
MV CAPITAL MANAGEMENT, INC. 541,182$14,147,0002.58%
Cribstone Capital Management, LLC 146,084$3,819,0002.51%
Day & Ennis, LLC 245,382$6,414,0002.42%
Sound View Wealth Advisors Group, LLC 364,077$9,517,0002.22%
View complete list of ISHARES TR shareholders