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

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 2 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$167,000
-39.1%
6,769
-38.9%
0.14%
-39.7%
Q2 2021$274,000
+16.1%
11,077
+16.6%
0.24%
+9.6%
Q1 2021$236,0009,5020.22%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
BerganKDV Wealth Management, LLC 988,979$24,101,0005.39%
Tillar-Wenstrup Advisors, LLC 339,183$8,266,0004.60%
Cottage Street Advisors LLC 233,408$5,687,0003.34%
Day & Ennis, LLC 152,317$3,712,0002.75%
Fragasso Group Inc. 412,965$10,064,0002.59%
CORDA Investment Management, LLC. 827,757$20,172,0002.50%
CAPITAL ADVISORS INC/OK 1,434,848$34,967,0002.10%
Murphy, Middleton, Hinkle & Parker, Inc. 111,957$2,728,0002.04%
Gateway Advisory, LLC 238,838$5,820,0001.64%
MV CAPITAL MANAGEMENT, INC. 215,614$5,255,0001.36%
View complete list of ISHARES TR shareholders