J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 40 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$296,490
-5.3%
7,201
-0.9%
0.02%0.0%
Q2 2023$312,946
-5.8%
7,266
-4.2%
0.02%
-8.3%
Q1 2023$332,098
-6.5%
7,582
-8.7%
0.02%
-11.1%
Q4 2022$355,328
-20.3%
8,309
-21.2%
0.03%
-27.0%
Q3 2022$446,000
-5.3%
10,551
+0.2%
0.04%
-2.6%
Q2 2022$471,000
-6.2%
10,526
-0.6%
0.04%
+11.8%
Q1 2022$502,000
-6.9%
10,592
-1.0%
0.03%
-2.9%
Q4 2021$539,000
-11.6%
10,700
-9.8%
0.04%
-27.1%
Q2 2021$610,000
-1.0%
11,859
-1.9%
0.05%
-18.6%
Q1 2021$616,000
-12.0%
12,085
-9.5%
0.06%
-19.2%
Q4 2020$700,000
-20.4%
13,359
-20.6%
0.07%
-44.7%
Q2 2020$879,000
+1.4%
16,826
-1.8%
0.13%
+21.1%
Q4 2019$867,00017,1330.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Cardinal Strategic Wealth Guidance 225,362$11,803,0007.01%
Demars Financial Group, LLC 115,601$6,055,0004.28%
Destination Wealth Management 330,152$17,292,0000.75%
Birchcreek Wealth Management, LLC 3,066$160,0000.16%
D.A. DAVIDSON & CO. 156,314$8,187,0000.12%
Columbus Macro, LLC 7,077$371,0000.11%
J.W. COLE ADVISORS, INC. 13,359$700,0000.07%
RFG Advisory, LLC 8,963$467,0000.06%
WealthShield Partners, LLC 5,730$300,0000.06%
DAVIDSON INVESTMENT ADVISORS 9,731$510,0000.05%
View complete list of ISHARES TR shareholders