SIGMA INVESTMENT COUNSELORS INC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 119 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SIGMA INVESTMENT COUNSELORS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$568,000
-0.2%
22,1950.0%0.04%
-2.3%
Q2 2021$569,000
-0.4%
22,1950.0%0.04%
-6.5%
Q1 2021$571,000
-0.2%
22,1950.0%0.05%
-6.1%
Q4 2020$572,000
+25.4%
22,195
+26.1%
0.05%
-44.9%
Q3 2020$456,000
+64.6%
17,595
+64.7%
0.09%
+206.9%
Q2 2020$277,000
+23.1%
10,685
+20.9%
0.03%0.0%
Q1 2020$225,000
-1.3%
8,8350.0%0.03%
+20.8%
Q4 2019$228,0000.0%8,8350.0%0.02%
-7.7%
Q3 2019$228,0008,8350.03%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 241,997$6,123,0001.61%
Fieldpoint Private Securities, LLC 61,700$1,561,0000.59%
Roof Eidam Maycock Peralta, LLC 44,685$1,131,0000.51%
LEAVELL INVESTMENT MANAGEMENT, INC. 159,932$4,046,0000.44%
Paulson Wealth Management Inc. 16,237$409,0000.37%
Asset Dedication, LLC 33,876$857,0000.32%
ETF Portfolio Partners, Inc. 20,093$508,0000.31%
MANAGED ACCOUNT SERVICES INC 18,440$465,0000.30%
Denver PWM, LLC 13,481$340,0000.26%
Carnegie Capital Asset Management, LLC 111,883$2,829,0000.23%
View complete list of ISHARES TR shareholders