PDS Planning, Inc - ISHARES TR ownership

ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 44 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$220,000
-3.5%
8,500
-4.1%
0.08%
-18.3%
Q3 2020$228,000
-3.8%
8,860
-4.1%
0.09%
-13.1%
Q2 2020$237,000
-34.5%
9,242
-37.1%
0.11%
-53.7%
Q1 2020$362,000
+112.9%
14,698
+121.4%
0.23%
+115.9%
Q4 2019$170,0006,6390.11%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Darwin Wealth Management, LLC 482,033$12,460,0002.34%
Crumly & Associates Inc. 47,336$1,214,0000.85%
Asset Management Group, Inc. 115,014$2,973,0000.72%
Financial Insights, Inc. 32,557$842,0000.65%
BEAM WEALTH ADVISORS, INC. 16,823$435,0000.41%
Atria Investments, Inc 403,288$10,425,0000.25%
Summit X, LLC 32,448$838,0000.25%
SYM FINANCIAL Corp 11,501$297,0000.22%
ARQ WEALTH ADVISORS, LLC 11,378$294,0000.18%
Curran Financial Partners, LLC 8,076$209,0000.18%
View complete list of ISHARES TR shareholders