1834 INVESTMENT ADVISORS CO - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 134 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$24,0000.0%9350.0%0.00%0.0%
Q1 2022$24,0000.0%9350.0%0.00%0.0%
Q4 2021$24,0000.0%9350.0%0.00%0.0%
Q3 2021$24,000
-4.0%
9350.0%0.00%0.0%
Q2 2021$25,0000.0%9350.0%0.00%0.0%
Q1 2021$25,0000.0%9350.0%0.00%0.0%
Q4 2020$25,000
-87.5%
935
-87.6%
0.00%
-89.7%
Q3 2020$200,000
-16.3%
7,545
-16.6%
0.03%
-23.7%
Q2 2020$239,000
+11.7%
9,045
+10.1%
0.04%
-7.3%
Q1 2020$214,000
-0.5%
8,2150.0%0.04%
+24.2%
Q4 2019$215,000
+2.9%
8,215
+2.6%
0.03%
+10.0%
Q3 2019$209,0000.0%8,0100.0%0.03%
-6.2%
Q2 2019$209,000
-0.9%
8,010
-1.7%
0.03%0.0%
Q1 2019$211,000
+5.0%
8,150
+3.8%
0.03%
-5.9%
Q4 2018$201,000
+1.0%
7,8500.0%0.03%
+17.2%
Q3 2018$199,000
-0.5%
7,8500.0%0.03%
-6.5%
Q2 2018$200,000
+8.1%
7,850
+8.3%
0.03%
-3.1%
Q1 2018$185,000
-0.5%
7,2500.0%0.03%
+10.3%
Q4 2017$186,0007,2500.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 242,530$6,323,0001.88%
Asset Dedication, LLC 62,021$1,618,0000.78%
Vigilant Capital Management, LLC 163,787$4,270,0000.64%
Roof Eidam Maycock Peralta, LLC 39,600$1,032,0000.53%
Fusion Family Wealth LLC 57,648$1,503,0000.51%
Denver PWM, LLC 20,041$521,0000.41%
BKS ADVISORS, LLC 26,800$699,0000.27%
TRUST CO OF VIRGINIA /VA 68,350$1,782,0000.26%
MANAGED ACCOUNT SERVICES INC 13,920$363,0000.24%
LEAVELL INVESTMENT MANAGEMENT, INC. 72,000$1,877,0000.23%
View complete list of ISHARES TR shareholders