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

ISHARES TR's ticker is IBHB and the CUSIP is 46435U176. A total of 33 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$24,0000.0%1,0000.0%0.03%
+11.5%
Q2 2022$24,0000.0%1,0000.0%0.03%
+23.8%
Q1 2022$24,000
-57.1%
1,000
-57.3%
0.02%
-53.3%
Q4 2021$56,0000.0%2,3410.0%0.04%
-6.2%
Q3 2021$56,000
-29.1%
2,341
-27.7%
0.05%
-30.4%
Q2 2021$79,000
-8.1%
3,237
-8.2%
0.07%
-12.7%
Q1 2021$86,0003,5250.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
KARLINSKI ANDREW C 65,729$1,578,0002.32%
Asset Dedication, LLC 315,287$7,568,0001.12%
Peloton Wealth Strategists 91,500$2,196,0001.07%
Northstar Group, Inc. 49,648$1,192,0000.34%
Klaas Financial Asset Advisors, LLC 40,659$976,0000.24%
COLTON GROOME FINANCIAL ADVISORS, LLC 15,200$365,0000.18%
Bellecapital International Ltd. 16,365$393,0000.11%
McLean Asset Management Corp 10,550$253,0000.10%
CHILDRESS CAPITAL ADVISORS, LLC 9,493$228,0000.09%
VALLEY NATIONAL ADVISERS INC 15,523$372,0000.08%
View complete list of ISHARES TR shareholders