Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 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$542,000
-1.5%
21,9000.0%0.16%
+38.9%
Q1 2022$550,000
-3.2%
21,9000.0%0.11%
+1.8%
Q4 2021$568,000
-1.4%
21,9000.0%0.11%
-13.3%
Q3 2021$576,0000.0%21,9000.0%0.13%
+1.6%
Q2 2021$576,000
-0.3%
21,9000.0%0.13%
-6.7%
Q1 2021$578,000
-0.7%
21,9000.0%0.14%
+2.3%
Q4 2020$582,000
+0.5%
21,9000.0%0.13%
-22.8%
Q3 2020$579,000
+0.3%
21,9000.0%0.17%
-12.3%
Q2 2020$577,000
+6.7%
21,9000.0%0.20%
-6.7%
Q1 2020$541,000
-3.9%
21,9000.0%0.21%
+26.7%
Q4 2019$563,0000.0%21,9000.0%0.16%
-19.1%
Q3 2019$563,000
+0.9%
21,9000.0%0.20%
+16.6%
Q2 2019$558,000
+2.4%
21,9000.0%0.18%
-22.6%
Q1 2019$545,000
+4.2%
21,9000.0%0.23%
-2.6%
Q4 2018$523,000
-0.9%
21,9000.0%0.23%
+16.0%
Q3 2018$528,000
+0.2%
21,9000.0%0.20%
-1.0%
Q2 2018$527,00021,9000.20%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Mid-American Wealth Advisory Group, Inc. 653,268$16,155,31813.05%
Ruggaard & Associates LLC 422,716$10,453,7676.22%
Keeler Thomas Management LLC 598,551$15,001,3015.55%
Paradigm, Strategies in Wealth Management, LLC 349,637$8,646,5175.51%
NovaPoint Capital, LLC 553,121$13,678,6865.43%
Gateway Advisory, LLC 1,033,848$25,567,0545.21%
PFG Private Wealth Management, LLC 283,060$7,000,0685.20%
Scissortail Wealth Management, LLC 263,841$6,527,4065.14%
Michael S. Ryan, Inc. 196,272$4,861,6474.64%
Windsor Capital Management, LLC 436,410$10,792,4093.74%
View complete list of ISHARES TR shareholders