Peloton Wealth Strategists - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Peloton Wealth Strategists ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$465
+0.2%
18,2000.0%0.21%
+4.4%
Q2 2023$464
+0.2%
18,2000.0%0.20%
-2.8%
Q1 2023$463
+0.4%
18,2000.0%0.21%
-5.0%
Q4 2022$461
-99.9%
18,200
-18.0%
0.22%
-23.7%
Q3 2022$560,000
-1.1%
22,2000.0%0.29%
+5.4%
Q2 2022$566,000
-11.8%
22,200
-11.9%
0.28%
+3.0%
Q1 2022$642,000
-1.7%
25,2000.0%0.27%
+2.3%
Q4 2021$653,000
-0.3%
25,2000.0%0.26%
-2.2%
Q3 2021$655,000
-0.5%
25,2000.0%0.27%
-1.5%
Q2 2021$658,000
-10.8%
25,200
-10.6%
0.27%
-21.6%
Q1 2021$738,0000.0%28,2000.0%0.35%
-5.2%
Q4 2020$738,000
-0.4%
28,2000.0%0.37%
-11.8%
Q3 2020$741,000
+57.0%
28,200
+56.7%
0.42%
+39.7%
Q2 2020$472,000
+8.3%
18,000
+5.9%
0.30%
-16.3%
Q1 2020$436,000
-0.7%
17,0000.0%0.36%
+33.5%
Q4 2019$439,000
+0.2%
17,0000.0%0.27%
-5.0%
Q3 2019$438,00017,0000.28%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 98,747$2,515,0002.63%
Gateway Advisory, LLC 317,910$8,098,0002.20%
Praetorian Wealth Management, Inc. 203,316$5,178,0001.76%
SONATA CAPITAL GROUP INC 123,645$3,150,0001.39%
Virginia National Bank 38,560$982,0001.12%
SENTINEL PENSION ADVISORS INC 105,049$2,676,0000.91%
LEAVELL INVESTMENT MANAGEMENT, INC. 386,891$9,855,0000.68%
Paradiem, LLC 65,342$1,662,0000.54%
NORTHCAPE WEALTH MANAGEMENT, LLC 68,908$1,755,0000.51%
First Affirmative Financial Network 20,835$531,0000.51%
View complete list of ISHARES TR shareholders