Whitegate Investment Counselors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 153 filers reported holding ISHARES TR in Q2 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 Q2 2021
NameSharesValueWeighting ↓
CORBETT ROAD CAPITAL MANAGEMENT, LLC 56,131$1,460,0002.08%
Gateway Advisory, LLC 230,762$6,002,0002.02%
LifeSteps Financial, Inc. 66,357$1,726,0001.99%
SONATA CAPITAL GROUP INC 59,806$1,556,0001.17%
Fusion Family Wealth LLC 164,619$4,282,0001.15%
SENTINEL PENSION ADVISORS INC 79,929$2,079,0001.01%
Paulson Wealth Management Inc. 40,651$1,058,0000.81%
MANAGED ACCOUNT SERVICES INC 63,675$1,631,0000.79%
Stonebridge Capital Advisors LLC 140,694$3,659,0000.77%
Ferris Capital, LLC 66,325$1,725,0000.76%
View complete list of ISHARES TR shareholders