Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$492,000
-3.5%
20,7000.0%0.14%
+36.2%
Q1 2022$510,000
-5.6%
20,7000.0%0.10%
-0.9%
Q4 2021$540,000
-1.6%
20,7000.0%0.11%
-13.1%
Q3 2021$549,0000.0%20,7000.0%0.12%
+1.7%
Q2 2021$549,000
+0.5%
20,7000.0%0.12%
-5.5%
Q1 2021$546,000
-2.7%
20,7000.0%0.13%
-0.8%
Q4 2020$561,000
+1.1%
20,7000.0%0.13%
-22.0%
Q3 2020$555,000
+0.5%
20,7000.0%0.16%
-11.8%
Q2 2020$552,000
+8.7%
20,7000.0%0.19%
-5.1%
Q1 2020$508,000
-4.0%
20,7000.0%0.20%
+26.5%
Q4 2019$529,000
+0.4%
20,7000.0%0.16%
-18.8%
Q3 2019$527,000
+1.5%
20,7000.0%0.19%
+17.2%
Q2 2019$519,000
+3.4%
20,7000.0%0.16%
-21.6%
Q1 2019$502,000
+5.2%
20,7000.0%0.21%
-1.9%
Q4 2018$477,000
-1.0%
20,7000.0%0.21%
+15.8%
Q3 2018$482,000
-0.2%
20,7000.0%0.18%
-1.1%
Q2 2018$483,00020,7000.18%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 7,281,389$179,486,0004.47%
Karp Capital Management Corp 819,811$20,208,0002.94%
4Thought Financial Group Inc. 128,849$3,176,0002.82%
CAPITAL ADVISORS INC/OK 3,864,274$95,254,0002.61%
PFG Private Wealth Management, LLC 199,655$4,922,0002.53%
Sound View Wealth Advisors Group, LLC 523,281$12,899,0002.45%
Peloton Wealth Strategists 225,700$5,564,0002.32%
Legacy CG, LLC 132,333$3,262,0002.12%
RVW Wealth, LLC 737,984$18,191,0002.10%
IRON Financial LLC 182,038$4,487,0002.07%
View complete list of ISHARES TR shareholders