Bond & Devick Financial Network, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 135 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Bond & Devick Financial Network, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$537,882
-4.4%
9,0690.0%0.35%
-0.9%
Q2 2023$562,459
+2.3%
9,0690.0%0.35%
-0.6%
Q1 2023$549,763
+19.7%
9,069
+13.8%
0.35%
+7.3%
Q4 2022$459,369
+64.6%
7,971
+44.8%
0.33%
+41.6%
Q3 2022$279,0005,5040.23%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
AJ Advisors, LLC 254,944$15,811,61911.00%
Fiduciary Planning LLC 117,367$7,279,0723.35%
TrueWealth Advisors, LLC 73,464$4,556,2671.87%
Vestmark Advisory Solutions, Inc. 741,821$46,007,7381.75%
Waterloo Capital, L.P. 77,305$4,794,4561.42%
WealthPlan Investment Management, LLC 75,853$4,701,1801.40%
Lebenthal Global Advisors, LLC 77,271$4,792,3701.39%
ShoreHaven Wealth Partners, LLC 29,533$1,831,6231.22%
Confluence Wealth Services, Inc. 88,596$5,494,7231.16%
WealthPLAN Partners, LLC 98,832$6,129,5870.87%
View complete list of ISHARES TR shareholders