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

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 218 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$97,000
-44.9%
3,883
-44.9%
0.12%
-40.2%
Q2 2022$176,000
-38.9%
7,041
-38.8%
0.19%
-21.5%
Q1 2022$288,000
-20.9%
11,501
-20.4%
0.25%
-15.4%
Q4 2021$364,000
+9.0%
14,447
+9.7%
0.29%
+1.4%
Q3 2021$334,000
-26.3%
13,171
-26.2%
0.29%
-27.1%
Q2 2021$453,000
+9.2%
17,847
+9.4%
0.40%
+3.1%
Q1 2021$415,00016,3120.38%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Argent Wealth Management LLC 1,130,883$28,600,0004.79%
Tillar-Wenstrup Advisors, LLC 338,249$8,554,0004.78%
RVW Wealth, LLC 673,367$17,029,0003.72%
Matthew Goff Investment Advisor, LLC 341,803$8,644,0003.20%
Day & Ennis, LLC 246,552$6,235,0003.06%
PFG Private Wealth Management, LLC 126,461$3,198,0002.86%
AlphaMark Advisors, LLC 264,705$6,694,0002.80%
MV CAPITAL MANAGEMENT, INC. 437,552$11,066,0002.39%
LifeSteps Financial, Inc. 94,095$2,380,0002.25%
Fragasso Group Inc. 527,455$13,339,0002.24%
View complete list of ISHARES TR shareholders