Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 139 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$867,000
+0.1%
34,0000.0%0.25%
+41.6%
Q1 2022$866,000
-1.7%
34,0000.0%0.18%
+2.9%
Q4 2021$881,000
-0.3%
34,0000.0%0.17%
-11.7%
Q3 2021$884,000
-0.5%
34,0000.0%0.20%
+1.0%
Q2 2021$888,000
-0.2%
34,0000.0%0.19%
-6.7%
Q1 2021$890,0000.0%34,0000.0%0.21%
+3.0%
Q4 2020$890,000
-0.4%
34,0000.0%0.20%
-23.2%
Q3 2020$894,000
+0.2%
34,0000.0%0.26%
-12.6%
Q2 2020$892,000
+2.3%
34,0000.0%0.30%
-10.4%
Q1 2020$872,000
-0.7%
34,0000.0%0.34%
+30.7%
Q4 2019$878,000
+0.2%
34,0000.0%0.26%
-19.2%
Q3 2019$876,000
+0.1%
34,0000.0%0.32%
+16.1%
Q2 2019$875,000
+1.0%
34,0000.0%0.27%
-23.7%
Q1 2019$866,000
+1.4%
34,0000.0%0.36%
-5.3%
Q4 2018$854,000
+1.1%
34,0000.0%0.38%
+18.4%
Q3 2018$845,000
-0.4%
34,0000.0%0.32%
-1.5%
Q2 2018$848,00034,0000.32%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Virginia National Bank 27,275$696,1943.18%
Paradigm, Strategies in Wealth Management, LLC 100,524$2,565,8751.64%
SONATA CAPITAL GROUP INC 119,565$3,0521.63%
Covington Investment Advisors Inc. 199,456$5,0911.08%
BLUE SQUARE ASSET MANAGEMENT, LLC 56,853$1,451,1731.07%
Praetorian Wealth Management, Inc. 125,631$3,206,7311.02%
Source Financial Advisors LLC 82,380$2,102,7500.71%
PFG Private Wealth Management, LLC 37,297$952,0060.71%
LEAVELL INVESTMENT MANAGEMENT, INC. 326,389$8,3310.58%
Atwater Malick LLC 47,527$1,213,1270.53%
View complete list of ISHARES TR shareholders