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

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 35 filers reported holding ISHARES TR in Q3 2021. 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
Q4 2021$161,000
+403.1%
5,895
+397.9%
0.13%
+360.7%
Q3 2021$32,0000.0%1,1840.0%0.03%0.0%
Q2 2021$32,0000.0%1,1840.0%0.03%
-6.7%
Q1 2021$32,0001,1840.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 447,431$12,181,0001.90%
Praetorian Wealth Management, Inc. 85,645$2,332,0000.79%
CGN Advisors LLC 32,888$895,0000.29%
Peloton Wealth Strategists 12,000$327,0000.13%
CONFLUENCE INVESTMENT MANAGEMENT LLC 240,582$6,550,0000.09%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 86,258$2,348,0000.09%
WRAPMANAGER INC 12,617$343,0000.09%
Archford Capital Strategies, LLC 10,588$288,0000.07%
CAPTRUST FINANCIAL ADVISORS 178,626$4,863,0000.04%
First National Bank of South Miami 1,642$45,0000.03%
View complete list of ISHARES TR shareholders