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

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 94 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$468,128
-1.9%
19,4810.0%0.49%
+3.2%
Q2 2023$477,285
-1.8%
19,4810.0%0.47%
-11.1%
Q1 2023$485,856
-28.1%
19,481
-30.0%
0.53%
-35.4%
Q4 2022$676,161
+2.1%
27,8370.0%0.82%
+4.3%
Q3 2022$662,000
-40.1%
27,837
-37.1%
0.79%
-35.2%
Q2 2022$1,105,000
+5.1%
44,247
+10.9%
1.22%
+34.9%
Q1 2022$1,051,000
-35.5%
39,888
-30.8%
0.90%
-30.9%
Q4 2021$1,630,000
-2.7%
57,619
-1.5%
1.31%
-9.6%
Q3 2021$1,675,000
-0.9%
58,4750.0%1.44%
-2.0%
Q2 2021$1,690,000
+2.1%
58,4750.0%1.48%
-3.5%
Q1 2021$1,656,00058,4751.53%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 182,897$4,588,8863.81%
RVW Wealth, LLC 634,955$15,931,0101.75%
Capital Investment Advisors, LLC 1,988,746$49,897,6341.25%
CGN Advisors LLC 137,180$3,441,8590.48%
Bartlett & Co. LLC 600$150.00%
View complete list of ISHARES TR shareholders