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 ↓
Gateway Advisory, LLC 200,236$5,194,0001.52%
Praetorian Wealth Management, Inc. 84,114$2,182,0001.07%
Paulson Wealth Management Inc. 55,827$1,448,0001.01%
Stonebridge Capital Advisors LLC 191,689$4,972,0000.92%
SENTINEL PENSION ADVISORS INC 82,210$2,133,0000.89%
Wealthquest Corp 129,888$3,369,0000.86%
SONATA CAPITAL GROUP INC 47,800$1,240,0000.79%
Fieldpoint Private Securities, LLC 85,360$2,214,0000.75%
LEAVELL INVESTMENT MANAGEMENT, INC. 289,894$7,520,0000.73%
Ferris Capital, LLC 67,719$1,757,0000.62%
View complete list of ISHARES TR shareholders