Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 106 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$847,000
+102.1%
33,564
+102.9%
0.22%
+117.0%
Q2 2020$419,000
-0.5%
16,540
-0.9%
0.10%
-19.4%
Q1 2020$421,000
-1.4%
16,691
-1.1%
0.12%
+14.8%
Q4 2019$427,0000.0%16,876
+0.2%
0.11%
-7.7%
Q3 2019$427,000
-15.4%
16,846
-15.5%
0.12%
-19.9%
Q2 2019$505,000
-1.6%
19,935
-1.9%
0.15%
-9.9%
Q1 2019$513,000
-4.8%
20,319
-5.9%
0.16%
-24.3%
Q4 2018$539,000
+1.3%
21,593
+1.5%
0.21%
+12.6%
Q3 2018$532,000
-3.6%
21,267
-3.5%
0.19%
-9.5%
Q2 2018$552,000
+12.2%
22,032
+12.3%
0.21%0.0%
Q1 2018$492,000
-0.8%
19,615
+0.1%
0.21%
+1.9%
Q4 2017$496,00019,6030.21%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 366,528$9,248,0005.36%
TLWM 402,602$10,150,0004.81%
MV CAPITAL MANAGEMENT, INC. 592,355$14,945,0003.10%
Matthew Goff Investment Advisor, LLC 361,567$9,122,0002.91%
Fragasso Group Inc. 564,197$14,235,0002.37%
CORDA Investment Management, LLC. 832,728$21,010,0002.29%
Houlihan Financial Resource Group, Ltd. 120,506$3,034,0001.75%
Merit Financial Group, LLC 756,976$19,099,0001.74%
Day & Ennis, LLC 150,501$3,797,0001.65%
Northstar Group, Inc. 143,610$3,623,0001.25%
View complete list of ISHARES TR shareholders