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 Q2 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 Q2 2022
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 48,213$2,698,0001.35%
NICOLA WEALTH MANAGEMENT LTD. 120,000$6,671,0000.95%
LFA - Lugano Financial Advisors SA 10,000$551,0000.51%
FundX Investment Group, LLC 23,218$1,291,0000.50%
RETIREMENT CAPITAL STRATEGIES 9,818$549,0000.25%
Financial Architects, Inc 14,547$809,0000.18%
Watson Rebecca 5,402$300,0000.18%
JFG Wealth Management, LLC 3,116$173,218,0000.12%
Epstein & White Financial LLC 5,763$320,0000.11%
Vanguard Personalized Indexing Management, LLC 4,228$235,0000.07%
View complete list of ISHARES TR shareholders