Whitegate Investment Counselors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 1 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$583,000
-0.2%
22,7950.0%0.08%0.0%
Q2 2021$584,000
-4.1%
22,795
-3.8%
0.08%
-10.8%
Q1 2021$609,000
-0.3%
23,6950.0%0.09%
-6.1%
Q4 2020$611,000
-0.5%
23,6950.0%0.10%
-11.6%
Q3 2020$614,000
+86.6%
23,695
+86.6%
0.11%
+69.7%
Q2 2020$329,000
+19.6%
12,695
+17.6%
0.07%
-1.5%
Q1 2020$275,000
-1.1%
10,7950.0%0.07%
+34.0%
Q4 2019$278,000
+7.3%
10,795
+7.5%
0.05%
-2.0%
Q3 2019$259,0000.0%10,0450.0%0.05%
-1.9%
Q2 2019$259,000
+0.4%
10,0450.0%0.05%
-1.9%
Q1 2019$258,000
+22.9%
10,045
+21.8%
0.05%
+8.2%
Q4 2018$210,0000.0%8,2450.0%0.05%
+14.0%
Q2 2018$210,000
+0.5%
8,2450.0%0.04%
-4.4%
Q1 2018$209,0008,2450.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 78,739$2,019,0001.82%
Gateway Advisory, LLC 198,261$5,083,0001.08%
SENTINEL PENSION ADVISORS INC 90,640$2,324,0000.81%
LEAVELL INVESTMENT MANAGEMENT, INC. 366,972$9,437,0000.77%
Stonebridge Capital Advisors LLC 430,091$11,043,0000.70%
SONATA CAPITAL GROUP INC 57,973$1,486,0000.68%
Paulson Wealth Management Inc. 52,074$1,335,0000.65%
Paradiem, LLC 66,538$1,704,0000.53%
Praetorian Wealth Management, Inc. 57,853$1,483,0000.50%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 370,614$9,503,0000.39%
View complete list of ISHARES TR shareholders