Whitegate Investment Counselors, Inc. - 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
Whitegate Investment Counselors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$435,000
-0.5%
16,7250.0%0.06%0.0%
Q2 2021$437,000
-0.2%
16,7250.0%0.06%
-7.5%
Q1 2021$438,0000.0%16,7250.0%0.07%
-5.6%
Q4 2020$438,000
-0.5%
16,7250.0%0.07%
-11.2%
Q3 2020$440,000
+73.2%
16,725
+72.9%
0.08%
+56.9%
Q2 2020$254,0009,6750.05%
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