Geneva Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 63 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneva Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$520,000
-25.8%
21,617
-24.8%
0.41%
-28.5%
Q1 2018$701,000
+3.7%
28,741
+964.5%
0.58%
+13.8%
Q4 2017$676,000
+5.8%
2,700
-89.4%
0.51%
+0.4%
Q3 2017$639,000
+5.6%
25,388
+5.2%
0.50%
-7.0%
Q2 2016$605,00024,1240.54%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 388,888$10,224,0004.73%
Paradigm, Strategies in Wealth Management, LLC 177,882$4,677,0004.42%
PFG Private Wealth Management, LLC 271,921$7,149,0004.18%
Aptus Capital Advisors, LLC 5,048,729$132,731,0003.42%
RVW Wealth, LLC 938,040$25,000,0003.00%
Cribstone Capital Management, LLC 172,887$4,545,0002.71%
Peloton Wealth Strategists 221,700$5,828,0002.39%
SONATA CAPITAL GROUP INC 196,028$5,154,0002.31%
Day & Ennis, LLC 214,751$5,646,0001.95%
SIGMA INVESTMENT COUNSELORS INC 957,067$25,161,0001.86%
View complete list of ISHARES TR shareholders