Gateway Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 97 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
Gateway Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$3,025
+13.1%
118,957
+12.7%
0.67%
-1.7%
Q4 2022$2,675
-99.9%
105,524
-9.5%
0.69%
-6.0%
Q3 2022$2,944,000
-62.7%
116,651
-62.3%
0.73%
-78.3%
Q2 2022$7,897,000
-2.5%
309,702
-2.6%
3.36%
+52.8%
Q1 2022$8,098,000
-5.1%
317,910
-3.5%
2.20%
+20.9%
Q4 2021$8,537,000
+72.6%
329,411
+73.1%
1.82%
+76.7%
Q3 2021$4,947,000
+1.6%
190,271
+2.0%
1.03%
-0.7%
Q2 2021$4,870,000
-1.1%
186,529
-0.9%
1.04%
-16.7%
Q1 2021$4,925,000
-3.5%
188,244
-3.4%
1.24%
+12.1%
Q4 2020$5,103,000
+1.4%
194,894
+1.8%
1.11%
-6.2%
Q3 2020$5,032,000
+1.8%
191,477
+1.6%
1.18%
-18.3%
Q2 2020$4,943,000
-7.7%
188,420
-9.8%
1.45%
-19.5%
Q1 2020$5,355,000
+0.1%
208,783
+0.8%
1.80%
+36.8%
Q4 2019$5,350,000
+5.0%
207,198
+4.7%
1.32%
-23.8%
Q3 2019$5,096,000197,8281.73%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Virginia National Bank 27,385$696,4002.45%
Paradigm, Strategies in Wealth Management, LLC 108,465$2,758,2652.17%
SONATA CAPITAL GROUP INC 120,715$3,0701.66%
Praetorian Wealth Management, Inc. 187,278$4,762,4791.55%
Waterford Advisors, LLC 101,520$2,5821.40%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 105,499$2,6831.21%
Covington Investment Advisors Inc. 183,721$4,6721.05%
Newman Dignan & Sheerar, Inc. 123,699$3,145,6611.01%
BLUE SQUARE ASSET MANAGEMENT, LLC 54,964$1,397,7350.92%
SENTINEL PENSION ADVISORS INC 125,522$3,190,7710.81%
View complete list of ISHARES TR shareholders