Wells Financial Advisors INC - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$835,000
-0.1%
33,7570.0%0.70%0.0%
Q2 2021$836,000
-0.4%
33,7570.0%0.70%
-6.4%
Q1 2021$839,000
-9.0%
33,757
-8.8%
0.75%
-4.4%
Q4 2020$922,00036,9970.79%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 670,666$16,666,00016.10%
Matthew Goff Investment Advisor, LLC 411,453$10,225,0002.88%
Aptus Capital Advisors, LLC 3,176,866$78,945,0002.83%
Cottage Street Advisors LLC 158,513$3,939,0002.58%
Cribstone Capital Management, LLC 153,665$3,819,0002.51%
MV CAPITAL MANAGEMENT, INC. 547,428$13,604,0002.48%
RVW Wealth, LLC 763,502$19,000,0002.48%
Day & Ennis, LLC 236,158$5,869,0002.22%
CORDA Investment Management, LLC. 886,532$22,030,0002.00%
Gateway Advisory, LLC 313,874$7,800,0001.97%
View complete list of ISHARES TR shareholders