Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 218 filers reported holding ISHARES TR in Q4 2021. 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$899,000
-0.1%
35,9400.0%0.26%
+41.1%
Q1 2022$900,000
-0.4%
35,9400.0%0.18%
+4.5%
Q4 2021$904,000
-0.7%
35,9400.0%0.18%
-11.9%
Q3 2021$910,0000.0%35,9400.0%0.20%
+1.0%
Q2 2021$910,000
-0.5%
35,9400.0%0.20%
-7.0%
Q1 2021$915,000
-0.4%
35,9400.0%0.21%
+2.4%
Q4 2020$919,000
-0.2%
35,9400.0%0.21%
-22.9%
Q3 2020$921,000
-0.2%
35,9400.0%0.27%
-12.9%
Q2 2020$923,000
+3.6%
35,9400.0%0.31%
-9.6%
Q1 2020$891,000
-2.0%
35,9400.0%0.34%
+29.3%
Q4 2019$909,000
-0.1%
35,9400.0%0.27%
-19.4%
Q3 2019$910,000
+0.3%
35,9400.0%0.33%
+16.2%
Q2 2019$907,000
+1.3%
35,9400.0%0.28%
-23.5%
Q1 2019$895,000
+3.0%
35,9400.0%0.37%
-3.6%
Q4 2018$869,000
-0.6%
35,9400.0%0.38%
+16.3%
Q3 2018$874,000
-0.1%
35,9400.0%0.33%
-1.5%
Q2 2018$875,00035,9400.34%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 517,487$13,010,00013.18%
Aptus Capital Advisors, LLC 5,715,149$143,679,0004.31%
Tillar-Wenstrup Advisors, LLC 285,258$7,171,0003.38%
NovaPoint Capital, LLC 343,299$8,631,0003.09%
Madden Advisory Services, Inc. 178,958$4,499,0002.95%
Cribstone Capital Management, LLC 202,623$5,094,0002.83%
BerganKDV Wealth Management, LLC 1,057,795$26,593,0002.78%
PFG Private Wealth Management, LLC 200,215$5,033,0002.60%
RVW Wealth, LLC 828,291$20,823,0002.33%
SONATA CAPITAL GROUP INC 214,241$5,386,0002.26%
View complete list of ISHARES TR shareholders