CGN Advisors LLC - ISHARES TR ownership

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$222,000
-1.8%
8,996
-1.5%
0.07%
+2.8%
Q2 2021$226,000
-3.4%
9,129
-2.9%
0.07%
-15.5%
Q1 2021$234,000
-17.6%
9,400
-17.5%
0.08%
-26.3%
Q4 2020$284,00011,3880.11%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BerganKDV Wealth Management, LLC 1,306,429$32,543,0004.58%
AlphaMark Advisors, LLC 478,299$11,914,0004.56%
Matthew Goff Investment Advisor, LLC 536,942$13,375,0003.98%
Trust Co of Kansas 291,632$7,265,0003.80%
Cottage Street Advisors LLC 159,583$3,975,0003.72%
Aptus Capital Advisors, LLC 2,724,066$67,856,0003.11%
MV CAPITAL MANAGEMENT, INC. 640,327$15,951,0003.02%
Cribstone Capital Management, LLC 155,634$3,877,0002.66%
RVW Wealth, LLC 693,386$17,000,0002.49%
Day & Ennis, LLC 237,980$5,928,0002.36%
View complete list of ISHARES TR shareholders