Dougherty Wealth Advisers LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 99 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,077
-3.9%
1070.0%0.02%
-17.4%
Q2 2023$16,734
+5.7%
1070.0%0.02%
-4.2%
Q1 2023$15,830
+9.1%
107
+1.9%
0.02%0.0%
Q4 2022$14,505
+11.6%
1050.0%0.02%
-7.7%
Q3 2022$13,000
-7.1%
1050.0%0.03%0.0%
Q2 2022$14,000
-17.6%
1050.0%0.03%0.0%
Q1 2022$17,000
-5.6%
1050.0%0.03%
+4.0%
Q4 2021$18,000
+5.9%
1050.0%0.02%0.0%
Q3 2021$17,0000.0%1050.0%0.02%0.0%
Q2 2021$17,0000.0%105
-2.8%
0.02%
-3.8%
Q1 2021$17,000
+6.2%
1080.0%0.03%
+4.0%
Q4 2020$16,000
+14.3%
1080.0%0.02%
-47.9%
Q3 2020$14,000
+7.7%
1080.0%0.05%0.0%
Q2 2020$13,000
+18.2%
1080.0%0.05%
+9.1%
Q1 2020$11,000
-21.4%
1080.0%0.04%
+2.3%
Q4 2019$14,000
+7.7%
1080.0%0.04%0.0%
Q3 2019$13,0000.0%1080.0%0.04%
+16.2%
Q2 2019$13,0001080.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Investure, LLC 356,930$58,640,0009.99%
University of Maryland Foundation, Inc. 10,000$1,643,0003.21%
BSW Wealth Partners 28,229$4,638,0001.30%
Stonehearth Capital Management, LLC 11,837$1,945,0001.01%
TIEDEMANN ADVISORS, LLC 88,737$14,576,0000.78%
Bond & Devick Financial Network, Inc. 3,978$654,0000.54%
Betterment LLC 854,266$140,347,0000.47%
FLOW TRADERS U.S. LLC 56,237$9,239,0000.37%
EXANE DERIVATIVES 9,172$1,506,814,0000.36%
GOULD ASSET MANAGEMENT LLC /CA/ 5,875$965,0000.30%
View complete list of ISHARES TR shareholders