Golden State Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 88 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$280,000
-7.3%
1,716
-1.2%
0.06%
+5.8%
Q4 2021$302,000
+37.9%
1,736
+17.5%
0.05%
-17.5%
Q4 2020$219,000
+51.0%
1,478
+22.2%
0.06%
+31.2%
Q3 2019$145,000
+0.7%
1,2090.0%0.05%
+4.3%
Q2 2019$144,000
+5.1%
1,209
+2.6%
0.05%0.0%
Q1 2019$137,0001,1780.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Investure, LLC 98,740$15,442,0472.95%
University of Maryland Foundation, Inc. 10,000$1,5641.60%
Stonehearth Capital Management, LLC 13,755$2,151,1061.13%
BSW Wealth Partners 24,467$3,826,4910.80%
FLOW TRADERS U.S. LLC 112,391$17,5770.76%
ASPIRIANT, LLC 81,945$12,815,4620.65%
Betterment LLC 1,221,639$191,0520.59%
ALBION FINANCIAL GROUP /UT 41,388$6,472,7110.57%
Desjardins Global Asset Management Inc. 26,449$4,136,3860.48%
Bond & Devick Financial Network, Inc. 4,458$697,1910.43%
View complete list of ISHARES TR shareholders