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

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 73 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,640
+0.0%
1,0000.0%0.02%
+8.7%
Q2 2023$23,630
-22.2%
1,000
-22.2%
0.02%
-30.3%
Q1 2023$30,362
+0.6%
1,2860.0%0.03%
-10.8%
Q4 2022$30,182
-77.3%
1,286
-77.5%
0.04%
-76.7%
Q3 2022$133,0000.0%5,7170.0%0.16%
+8.2%
Q2 2022$133,000
-52.3%
5,717
-51.2%
0.15%
-38.8%
Q1 2022$279,000
-6.1%
11,717
-3.4%
0.24%
+0.8%
Q4 2021$297,000
-46.0%
12,132
-45.6%
0.24%
-49.8%
Q3 2021$550,000
+82.7%
22,282
+83.7%
0.47%
+80.2%
Q2 2021$301,000
-3.2%
12,132
-3.8%
0.26%
-8.4%
Q1 2021$311,00012,6160.29%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 372,655$8,705,221,00011.41%
Peloton Wealth Strategists 107,825$2,519,0001.31%
Asset Dedication, LLC 174,583$4,072,0000.45%
Northstar Group, Inc. 51,820$1,210,0000.36%
VALLEY NATIONAL ADVISERS INC 60,357$1,412,0000.29%
4J Wealth Management LLC 9,671$226,0000.29%
Quad-Cities Investment Group, LLC 12,809$299,0000.23%
Timber Creek Capital Management LLC 24,251$566,0000.22%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$374,0000.19%
Bellecapital International Ltd. 25,964$607,0000.18%
View complete list of ISHARES TR shareholders