Peloton Wealth Strategists - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 142 filers reported holding ISHARES TR in Q1 2022. 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 2022$350,0000.0%13,5000.0%0.18%
+6.4%
Q2 2022$350,0000.0%13,5000.0%0.17%
+17.1%
Q1 2022$350,000
-0.6%
13,5000.0%0.15%
+3.5%
Q4 2021$352,000
-0.3%
13,5000.0%0.14%
-2.8%
Q3 2021$353,000
-0.6%
13,5000.0%0.14%
-0.7%
Q2 2021$355,000
-23.0%
13,500
-22.9%
0.15%
-32.7%
Q1 2021$461,0000.0%17,5000.0%0.22%
-4.8%
Q4 2020$461,000
-0.6%
17,5000.0%0.23%
-12.3%
Q3 2020$464,000
-5.1%
17,500
-5.4%
0.26%
-15.6%
Q2 2020$489,000
+7.5%
18,500
+5.7%
0.31%
-17.0%
Q1 2020$455,000
-0.7%
17,5000.0%0.37%
+33.5%
Q4 2019$458,000
+20.8%
17,500
+20.7%
0.28%
+14.9%
Q3 2019$379,00014,5000.24%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 317,663$8,234,0002.24%
Paradigm, Strategies in Wealth Management, LLC 70,824$1,836,0001.92%
SONATA CAPITAL GROUP INC 108,843$2,821,0001.24%
SENTINEL PENSION ADVISORS INC 97,721$2,533,0000.86%
Praetorian Wealth Management, Inc. 89,791$2,327,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 387,152$10,035,0000.69%
Paradiem, LLC 62,819$1,627,0000.53%
Virginia National Bank 17,045$442,0000.50%
Stonebridge Capital Advisors LLC 175,006$4,536,0000.49%
AllSquare Wealth Management LLC 29,290$759,0000.46%
View complete list of ISHARES TR shareholders