Personal Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 118 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Personal Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$600,000
-6.2%
3,6770.0%0.26%
-0.8%
Q4 2021$640,000
+6.0%
3,6770.0%0.26%
+3.5%
Q3 2021$604,000
-1.0%
3,6770.0%0.26%
+3.7%
Q2 2021$610,000
+6.3%
3,6770.0%0.25%
-5.0%
Q1 2021$574,000
+4.9%
3,6770.0%0.26%
+1.2%
Q4 2020$547,000
+13.5%
3,6770.0%0.26%
+1.2%
Q3 2020$482,000
+8.6%
3,6770.0%0.25%
+4.1%
Q2 2020$444,000
+18.1%
3,6770.0%0.24%
+7.5%
Q1 2020$376,000
-21.0%
3,6770.0%0.23%
+10.2%
Q4 2019$476,000
+7.7%
3,6770.0%0.20%
+0.5%
Q3 2019$442,000
+0.5%
3,6770.0%0.20%
-2.9%
Q2 2019$440,000
+2.6%
3,6770.0%0.21%
-7.9%
Q1 2019$429,0003,6770.23%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders