Bradley & Co. Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$218,647
-3.7%
3,9870.0%0.23%
+1.3%
Q2 2023$227,060
-0.8%
3,9870.0%0.22%
-10.4%
Q1 2023$228,934
+2.3%
3,9870.0%0.25%
-7.7%
Q4 2022$223,711
+7.6%
3,987
+4.2%
0.27%
+9.7%
Q3 2022$208,000
-3.7%
3,8280.0%0.25%
+4.2%
Q2 2022$216,000
-85.2%
3,828
-84.7%
0.24%
-81.0%
Q1 2022$1,457,000
-53.6%
25,052
-50.3%
1.25%
-50.3%
Q4 2021$3,140,000
+8.7%
50,376
+8.2%
2.52%
+1.0%
Q3 2021$2,890,000
+1.2%
46,548
+2.0%
2.49%0.0%
Q2 2021$2,857,000
+8.3%
45,636
+7.4%
2.49%
+2.3%
Q1 2021$2,639,00042,4802.44%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 927,006$56,214,0006.30%
Towerpoint Wealth, LLC 94,744$5,779,0004.05%
Miracle Mile Advisors, LLC 622,097$37,724,0002.82%
Slow Capital, Inc. 101,924$6,181,0002.55%
Pure Financial Advisors, LLC 218,459$13,247,0002.38%
Boltwood Capital Management 54,004$3,275,0002.09%
Parkside Advisors LLC 60,225$3,652,0002.02%
RHS Financial, LLC 19,987$1,212,0001.52%
BAILARD, INC. 350,827$21,274,0001.30%
VERITY Wealth Advisors 18,740$1,136,0001.12%
View complete list of ISHARES TR shareholders