1834 INVESTMENT ADVISORS CO - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 117 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$44,0000.0%1,7300.0%0.01%0.0%
Q2 2021$44,0000.0%1,7300.0%0.01%
-16.7%
Q1 2021$44,000
-2.2%
1,7300.0%0.01%0.0%
Q4 2020$45,000
-90.9%
1,730
-90.9%
0.01%
-91.7%
Q3 2020$493,000
-2.8%
19,030
-2.6%
0.07%
-10.0%
Q2 2020$507,000
+8.6%
19,530
+6.8%
0.08%
-10.1%
Q1 2020$467,000
-0.8%
18,2900.0%0.09%
+23.6%
Q4 2019$471,000
+0.6%
18,290
+0.7%
0.07%
+5.9%
Q3 2019$468,000
+1.5%
18,165
+1.6%
0.07%
-1.4%
Q2 2019$461,000
-0.9%
17,880
-1.3%
0.07%
-2.8%
Q1 2019$465,000
+8.1%
18,115
+7.2%
0.07%
-1.4%
Q4 2018$430,000
+4.6%
16,895
+4.1%
0.07%
+20.0%
Q3 2018$411,000
-0.5%
16,2350.0%0.06%
-7.7%
Q2 2018$413,000
+4.6%
16,235
+4.5%
0.06%
-3.0%
Q1 2018$395,0000.0%15,5350.0%0.07%
+8.1%
Q4 2017$395,000
+75.6%
15,535
+78.6%
0.06%
+47.6%
Q3 2017$225,0008,7000.04%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Wealthquest Corp 159,008$4,080,0001.54%
Gateway Advisory, LLC 215,378$5,527,0001.43%
Paulson Wealth Management Inc. 48,938$1,256,0000.95%
Fieldpoint Private Securities, LLC 61,700$1,583,0000.66%
Guidance Point Advisors, LLC 41,138$1,055,0000.62%
Ferris Capital, LLC 65,074$1,670,0000.61%
LEAVELL INVESTMENT MANAGEMENT, INC. 190,467$4,887,0000.55%
Guidant Wealth Advisors 52,954$1,359,0000.53%
Roof Eidam Maycock Peralta, LLC 45,860$1,177,0000.46%
Legacy Private Trust Co. 142,260$3,650,0000.43%
View complete list of ISHARES TR shareholders