Baldrige Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$50.0%1100.0%0.00%0.0%
Q4 2022$5
-100.0%
110
-86.9%
0.00%
-88.9%
Q3 2022$38,000
-5.0%
8400.0%0.02%0.0%
Q2 2022$40,000
-4.8%
8400.0%0.02%
+5.9%
Q1 2022$42,000
-8.7%
840
-1.9%
0.02%
-5.6%
Q4 2021$46,000
+12.2%
856
+14.0%
0.02%
+5.9%
Q3 2021$41,000
+105.0%
751
+105.8%
0.02%
+88.9%
Q2 2021$20,0003650.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NICOLA WEALTH MANAGEMENT LTD. 215,000$11,769,0001.21%
Stewardship Advisors, LLC 50,658$2,773,0001.04%
Blue Barn Wealth, LLC 14,460$792,0000.81%
Berger Financial Group, Inc 56,941$3,117,0000.56%
LFA - Lugano Financial Advisors SA 10,000$547,0000.34%
Mascoma Wealth Management LLC 10,675$584,0000.25%
KESTRA PRIVATE WEALTH SERVICES, LLC 71,089$3,891,0000.24%
Walkner Condon Financial Advisors LLC 9,054$491,0000.18%
Financial Architects, Inc 17,149$939,0000.14%
McClarren Financial Advisors, Inc. 2,541$139,0000.11%
View complete list of ISHARES TR shareholders