CGN Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 50 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
Q4 2023$3,097,951
-12.0%
134,285
-16.4%
0.43%
-9.5%
Q3 2023$3,518,780
+1.8%
160,675
+4.4%
0.47%
-4.4%
Q2 2023$3,456,059
+7.8%
153,945
+9.8%
0.50%
-1.8%
Q1 2023$3,207,094
+6.3%
140,170
+3.0%
0.50%
-4.9%
Q4 2022$3,017,334
+54.7%
136,100
+52.1%
0.53%
+8.6%
Q3 2022$1,950,000
+79.2%
89,485
+88.0%
0.49%
+59.3%
Q2 2022$1,088,000
+10.6%
47,607
+18.6%
0.31%
+25.3%
Q1 2022$984,000
-8.8%
40,139
-2.1%
0.24%
-12.8%
Q4 2021$1,079,000
+19.8%
40,987
+21.1%
0.28%
-4.4%
Q3 2021$901,000
+4.6%
33,835
+5.4%
0.29%
+8.1%
Q2 2021$861,000
+24.1%
32,090
+20.8%
0.27%
+8.8%
Q1 2021$694,000
-9.4%
26,569
-4.7%
0.25%
-18.3%
Q4 2020$766,00027,8690.31%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Envision Financial Planning, LLC 397,055$8,695,5048.61%
PFG Private Wealth Management, LLC 249,055$5,454,3094.06%
Gateway Advisory, LLC 773,587$16,941,5563.46%
4Thought Financial Group Inc. 127,805$2,798,9202.25%
Keeler Thomas Management LLC 264,463$5,929,4352.19%
Peloton Wealth Strategists 212,400$4,6522.14%
Platte River Wealth Advisors, LLC 261,117$5,718,4622.09%
Klingman & Associates, LLC 1,128,664$24,717,7362.00%
SUMMITRY LLC 1,374,434$30,100,1031.98%
Seneca House Advisors 166,385$3,637,1761.89%
View complete list of ISHARES TR shareholders