Pensionmark Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is GNMA and the CUSIP is 46429B333. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$818,000
+23.4%
17,145
+25.0%
0.17%
+22.3%
Q4 2021$663,000
-23.3%
13,711
-20.7%
0.14%
-29.1%
Q3 2021$864,000
+7.1%
17,291
+7.1%
0.20%
+5.9%
Q2 2021$807,000
+4.9%
16,140
+5.2%
0.18%0.0%
Q1 2021$769,000
+3.4%
15,348
+4.7%
0.18%
-1.6%
Q4 2020$744,000
+104.4%
14,656
+106.0%
0.19%
+50.4%
Q3 2020$364,0007,1130.12%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 11,331$473,4098.02%
Kelman-Lazarov, Inc. 402,084$16,799,0903.97%
Prosperity Planning, Inc. 157,392$6,575,8362.75%
Bigelow Investment Advisors, LLC 71,178$2,973,8041.71%
GUIDANCE CAPITAL, INC 89,772$3,662,6891.64%
Portland Global Advisors LLC 214,566$8,9651.50%
DMC Group, LLC 36,236$1,513,9401.42%
MYECFO, LLC 48,115$2,003,9781.39%
FORT PITT CAPITAL GROUP, LLC 784,468$32,775,0881.23%
Family Asset Management, LLC 24,684$1,031,2980.76%
View complete list of ISHARES TR shareholders