Bridgeworth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 125 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bridgeworth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$217,0000.0%8,4250.0%0.07%
-5.6%
Q4 2020$217,000
-0.5%
8,4250.0%0.07%
-12.2%
Q3 2020$218,000
-0.5%
8,4250.0%0.08%
-4.7%
Q2 2020$219,000
+1.9%
8,4250.0%0.09%
-12.2%
Q1 2020$215,000
-0.9%
8,4250.0%0.10%
+21.0%
Q4 2019$217,0000.0%8,4250.0%0.08%
-2.4%
Q3 2019$217,0000.0%8,4250.0%0.08%
+1.2%
Q2 2019$217,000
+0.5%
8,4250.0%0.08%
-4.7%
Q1 2019$216,000
+232.3%
8,425
+228.8%
0.09%
+207.1%
Q2 2018$65,0002,5620.03%
Other shareholders
ISHARES TR shareholders Q4 2020
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