INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is GNMA and the CUSIP is 46429B333. A total of 87 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$52,058
-4.7%
1,2460.0%0.01%0.0%
Q2 2023$54,625
-1.4%
1,2460.0%0.01%0.0%
Q1 2023$55,397
+2.2%
1,2460.0%0.01%0.0%
Q4 2022$54,207
+0.4%
1,2460.0%0.01%
-10.0%
Q3 2022$54,000
-5.3%
1,2460.0%0.01%0.0%
Q2 2022$57,000
-3.4%
1,2460.0%0.01%
+11.1%
Q1 2022$59,000
-4.8%
1,2460.0%0.01%
-10.0%
Q4 2021$62,0000.0%1,2460.0%0.01%0.0%
Q3 2021$62,0000.0%1,2460.0%0.01%0.0%
Q2 2021$62,000
-1.6%
1,2460.0%0.01%
-16.7%
Q1 2021$63,000
-1.6%
1,2460.0%0.01%
-7.7%
Q4 2020$64,000
-78.8%
1,246
-78.9%
0.01%
-81.4%
Q3 2020$302,000
-4.1%
5,914
-3.5%
0.07%
+7.7%
Q2 2020$315,000
+5.7%
6,129
+6.0%
0.06%
-5.8%
Q1 2020$298,000
+98.7%
5,783
+93.9%
0.07%
+115.6%
Q4 2019$150,0000.0%2,9820.0%0.03%
-3.0%
Q3 2019$150,000
+0.7%
2,9820.0%0.03%
+3.1%
Q2 2019$149,000
+2.8%
2,982
+1.8%
0.03%
+3.2%
Q1 2019$145,000
+13.3%
2,930
+11.7%
0.03%
+6.9%
Q4 2018$128,000
-51.3%
2,623
-51.9%
0.03%
-44.2%
Q3 2018$263,000
+1.2%
5,455
+1.5%
0.05%
-3.7%
Q2 2018$260,000
+73.3%
5,375
+73.7%
0.05%
+68.8%
Q1 2018$150,0003,0940.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Prosperity Planning, Inc. 136,960$5,638,1012.79%
Bigelow Investment Advisors, LLC 84,030$3,655,7182.12%
FORT PITT CAPITAL GROUP, LLC 820,773$35,707,7281.46%
MYECFO, LLC 40,494$1,761,6921.45%
Portland Global Advisors LLC 176,961$7,6991.42%
RESOLUTE FINANCIAL, LLC 34,910$1,518,7491.29%
FIRST INTERSTATE BANK 392,673$17,0841.26%
DMC Group, LLC 24,923$1,0891.23%
Windward Private Wealth Management Inc. 54,655$2,377,7661.05%
WBI INVESTMENTS, LLC 69,575$3,026,8420.65%
View complete list of ISHARES TR shareholders