Whitegate Investment Counselors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GNMA and the CUSIP is 46429B333. A total of 87 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$892,000
-2.2%
17,845
-2.2%
0.13%
-1.6%
Q2 2021$912,000
-0.2%
18,245
+0.4%
0.13%
-7.2%
Q1 2021$914,000
-5.0%
18,175
-3.7%
0.14%
-10.9%
Q4 2020$962,000
-1.6%
18,865
-1.4%
0.16%
-12.4%
Q3 2020$978,000
+17.4%
19,141
+18.1%
0.18%
+6.6%
Q2 2020$833,000
+35.4%
16,210
+36.0%
0.17%
+12.1%
Q1 2020$615,000
-12.1%
11,922
-14.5%
0.15%
+17.3%
Q4 2019$700,000
+28.9%
13,940
+29.3%
0.13%
+18.7%
Q3 2019$543,000
+3.0%
10,785
+2.5%
0.11%
+0.9%
Q2 2019$527,000
+1.2%
10,5200.0%0.11%
-1.9%
Q1 2019$521,000
+3.0%
10,520
+1.2%
0.11%
-7.7%
Q4 2018$506,000
+7.9%
10,395
+6.8%
0.12%
+21.9%
Q3 2018$469,000
+73.7%
9,730
+74.1%
0.10%
+74.5%
Q2 2018$270,0005,5900.06%
Other shareholders
ISHARES TR shareholders Q1 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