Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

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$816,00033,6000.31%
Other shareholders
ISHARES TR shareholders Q4 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