Fusion Family Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 74 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$32,0000.0%1,2290.0%0.01%
+28.6%
Q4 2019$32,0000.0%1,2290.0%0.01%
-12.5%
Q3 2019$32,0000.0%1,2290.0%0.01%0.0%
Q2 2019$32,000
+3.2%
1,2290.0%0.01%
-11.1%
Q1 2019$31,0000.0%1,2290.0%0.01%0.0%
Q4 2018$31,000
+3.3%
1,2290.0%0.01%
+12.5%
Q3 2018$30,000
-3.2%
1,2290.0%0.01%
-11.1%
Q2 2018$31,0000.0%1,2290.0%0.01%
-10.0%
Q1 2018$31,0000.0%1,2290.0%0.01%
+25.0%
Q4 2017$31,0000.0%1,2290.0%0.01%
-20.0%
Q3 2017$31,000
+93.8%
1,229
+90.0%
0.01%
+100.0%
Q2 2017$16,0006470.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 126,548$3,326,0001.47%
Gateway Advisory, LLC 191,477$5,032,0001.18%
SONATA CAPITAL GROUP INC 61,706$1,622,0000.95%
SENTINEL PENSION ADVISORS INC 91,235$2,398,0000.93%
Paulson Wealth Management Inc. 42,328$1,112,0000.72%
LEAVELL INVESTMENT MANAGEMENT, INC. 288,951$7,594,0000.66%
ALTERNA WEALTH MANAGEMENT, INC 14,168$372,0000.54%
Stonebridge Capital Advisors LLC 94,988$2,496,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,096,0000.43%
Peloton Wealth Strategists 28,200$741,0000.42%
View complete list of ISHARES TR shareholders