BEACON INVESTMENT ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 205 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$213,000
-14.1%
1,958
-10.3%
0.01%
-10.0%
Q4 2021$248,000
-1.2%
2,1830.0%0.01%0.0%
Q3 2021$251,000
-0.4%
2,1830.0%0.01%0.0%
Q2 2021$252,000
+0.4%
2,1830.0%0.01%
-9.1%
Q1 2021$251,000
-2.3%
2,1830.0%0.01%
-8.3%
Q4 2020$257,0000.0%2,183
-0.1%
0.01%
-7.7%
Q3 2020$257,000
-6.5%
2,186
-6.4%
0.01%
-18.8%
Q2 2020$275,000
+2.6%
2,3360.0%0.02%
-15.8%
Q1 2020$268,000
-7.6%
2,336
-9.3%
0.02%
+26.7%
Q4 2019$290,000
-0.7%
2,5760.0%0.02%
-48.3%
Q3 2019$292,000
+1.0%
2,5760.0%0.03%
-6.5%
Q2 2019$289,000
-4.0%
2,576
-5.6%
0.03%
-3.1%
Q1 2019$301,000
-9.1%
2,729
-10.6%
0.03%
-13.5%
Q4 2018$331,000
-0.6%
3,054
-1.6%
0.04%
+15.6%
Q3 2018$333,000
-14.2%
3,104
-13.8%
0.03%
-17.9%
Q2 2018$388,000
-0.5%
3,6010.0%0.04%
-2.5%
Q1 2018$390,000
-13.7%
3,601
-12.6%
0.04%
-16.7%
Q4 2017$452,000
-4.6%
4,121
-3.6%
0.05%
+17.1%
Q3 2017$474,0004,2760.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
GERMAN AMERICAN BANCORP, INC. 404,261$47,557,0009.37%
Strategic Financial Services, Inc, 799,782$94,086,0008.44%
MERIDIAN MANAGEMENT CO 206,012$24,235,0007.78%
Cassia Capital Partners, LLC 67,603$7,953,0007.68%
DT Investment Partners, LLC 280,462$32,993,0005.25%
NORTHWEST INVESTMENT COUNSELORS, LLC 100,650$11,841,0003.67%
SCHMIDT P J INVESTMENT MANAGEMENT INC 130,582$15,304,0003.46%
HOWE & RUSLING INC 192,563$22,653,0003.44%
Graypoint LLC 149,876$17,631,0003.06%
Baystate Wealth Management LLC 200,040$23,533,0002.68%
View complete list of ISHARES TR shareholders