Homrich & Berg - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 56 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$201,0000.0%7,8460.0%0.01%0.0%
Q2 2021$201,000
-19.6%
7,846
-20.1%
0.01%
-72.2%
Q2 2018$250,000
+0.4%
9,8180.0%0.02%
+5.9%
Q1 2018$249,000
-0.4%
9,8180.0%0.02%0.0%
Q4 2017$250,000
-1.2%
9,818
+0.3%
0.02%
-15.0%
Q3 2017$253,000
+0.4%
9,788
+0.3%
0.02%
-9.1%
Q2 2017$252,0009,7580.02%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Gateway Advisory, LLC 207,363$5,345,0001.16%
Stonebridge Capital Advisors LLC 245,145$6,319,0000.96%
Paulson Wealth Management Inc. 57,762$1,489,0000.87%
SENTINEL PENSION ADVISORS INC 84,153$2,169,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 354,162$9,129,0000.79%
SONATA CAPITAL GROUP INC 57,973$1,494,0000.74%
Praetorian Wealth Management, Inc. 67,850$1,748,0000.67%
Wealthquest Corp 118,599$3,056,0000.65%
Paradiem, LLC 54,749$1,411,0000.60%
Ferris Capital, LLC 67,666$1,744,0000.49%
View complete list of ISHARES TR shareholders