CGN Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,333,730
-0.9%
53,542
-1.6%
0.18%
+2.2%
Q3 2023$1,346,274
-1.5%
54,439
-2.0%
0.18%
-7.7%
Q2 2023$1,367,347
+9.3%
55,538
+9.2%
0.20%
-0.5%
Q1 2023$1,251,044
-67.3%
50,876
-67.5%
0.20%
-70.7%
Q4 2022$3,826,139
+36.6%
156,681
+36.2%
0.67%
-4.3%
Q3 2022$2,802,000
+45.9%
115,062
+48.3%
0.70%
+29.9%
Q2 2022$1,920,000
+40.1%
77,579
+42.1%
0.54%
+58.7%
Q1 2022$1,370,000
-23.8%
54,595
-21.3%
0.34%
-27.1%
Q4 2021$1,799,000
+9.2%
69,365
+10.7%
0.47%
-13.0%
Q3 2021$1,648,000
+3.9%
62,683
+4.2%
0.54%
+7.4%
Q2 2021$1,586,000
+14.7%
60,128
+14.7%
0.50%
+0.8%
Q1 2021$1,383,000
+1.0%
52,424
+1.8%
0.50%
-9.3%
Q4 2020$1,369,00051,5020.55%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mid-American Wealth Advisory Group, Inc. 653,268$16,155,31813.05%
Ruggaard & Associates LLC 422,716$10,453,7676.22%
Keeler Thomas Management LLC 598,551$15,001,3015.55%
Paradigm, Strategies in Wealth Management, LLC 349,637$8,646,5175.51%
NovaPoint Capital, LLC 553,121$13,678,6865.43%
Gateway Advisory, LLC 1,033,848$25,567,0545.21%
PFG Private Wealth Management, LLC 283,060$7,000,0685.20%
Scissortail Wealth Management, LLC 263,841$6,527,4065.14%
Michael S. Ryan, Inc. 196,272$4,861,6474.64%
Windsor Capital Management, LLC 436,410$10,792,4093.74%
View complete list of ISHARES TR shareholders