Whitegate Investment Counselors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 155 filers reported holding ISHARES TR in Q1 2021. 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$517,000
-0.4%
19,7650.0%0.07%
-1.4%
Q2 2021$519,000
-0.4%
19,7650.0%0.07%
-6.3%
Q1 2021$521,0000.0%19,7650.0%0.08%
-6.0%
Q4 2020$521,000
-0.6%
19,7650.0%0.08%
-12.5%
Q3 2020$524,000
+97.7%
19,765
+97.4%
0.10%
+81.1%
Q2 2020$265,000
+25.6%
10,015
+23.4%
0.05%
+3.9%
Q1 2020$211,000
-0.5%
8,1150.0%0.05%
+34.2%
Q4 2019$212,0008,1150.04%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 213,809$5,546,0001.44%
Fusion Family Wealth LLC 199,246$5,168,0001.43%
MANAGED ACCOUNT SERVICES INC 61,326$1,587,0000.89%
Paulson Wealth Management Inc. 31,732$823,0000.62%
Ferris Capital, LLC 63,169$1,639,0000.60%
Fieldpoint Private Securities, LLC 54,850$1,423,0000.59%
AllSquare Wealth Management LLC 29,290$760,0000.57%
LEAVELL INVESTMENT MANAGEMENT, INC. 181,970$4,720,0000.53%
Guidance Point Advisors, LLC 33,149$859,0000.51%
Roof Eidam Maycock Peralta, LLC 45,575$1,182,0000.47%
View complete list of ISHARES TR shareholders