CGN Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2021
NameSharesValueWeighting ↓
Cottage Street Advisors LLC 338,375$8,365,0005.13%
BerganKDV Wealth Management, LLC 1,013,462$25,053,0005.12%
Tillar-Wenstrup Advisors, LLC 345,253$8,535,0004.90%
Clearshares LLC 173,312$4,284,0004.15%
Day & Ennis, LLC 239,361$5,917,0003.32%
Matthew Goff Investment Advisor, LLC 279,859$6,918,0003.19%
RVW Wealth, LLC 501,370$12,394,0003.16%
BRANDYWINE OAK PRIVATE WEALTH LLC 543,412$13,433,0002.80%
Guidant Wealth Advisors 286,854$7,091,0002.76%
Fragasso Group Inc. 507,547$12,547,0002.68%
View complete list of ISHARES TR shareholders