Altium Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 30 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$426,000
-25.3%
16,690
-25.4%
0.03%
-16.2%
Q1 2022$570,000
+0.2%
22,370
+1.8%
0.04%0.0%
Q4 2021$569,000
+7.6%
21,971
+8.0%
0.04%
-2.6%
Q3 2021$529,000
+6.2%
20,348
+6.8%
0.04%
+5.6%
Q2 2021$498,000
-12.6%
19,056
-12.6%
0.04%
-21.7%
Q1 2021$570,000
-23.5%
21,794
-23.4%
0.05%
-30.3%
Q4 2020$745,000
-9.1%
28,450
-8.8%
0.07%
-22.4%
Q3 2020$820,000
+0.5%
31,207
+0.3%
0.08%
-7.6%
Q2 2020$816,0000.0%31,119
-2.1%
0.09%
-17.9%
Q1 2020$816,000
+0.9%
31,795
+1.5%
0.11%
+15.5%
Q4 2019$809,000
-8.5%
31,318
-8.7%
0.10%
-18.5%
Q3 2019$884,000
+0.2%
34,3030.0%0.12%
-7.0%
Q2 2019$882,000
+0.9%
34,3030.0%0.13%
-7.9%
Q1 2019$874,000
+68.4%
34,303
+66.0%
0.14%
+40.4%
Q4 2018$519,000
-14.1%
20,663
-15.0%
0.10%
-14.7%
Q3 2018$604,000
+53.7%
24,296
+54.3%
0.12%
+10.5%
Q2 2018$393,000
-12.3%
15,751
-12.6%
0.10%
-40.3%
Q1 2018$448,000
+43.1%
18,024
+45.3%
0.18%
+23.1%
Q4 2017$313,00012,4040.14%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
LifeSteps Financial, Inc. 61,152$1,569,0001.81%
Gateway Advisory, LLC 208,783$5,355,0001.80%
SENTINEL PENSION ADVISORS INC 73,592$1,888,0000.92%
Paulson Wealth Management Inc. 42,056$1,087,0000.83%
SONATA CAPITAL GROUP INC 30,606$785,0000.59%
Guidance Point Advisors, LLC 32,655$837,0000.54%
Stonebridge Capital Advisors LLC 89,515$2,296,0000.48%
LEAVELL INVESTMENT MANAGEMENT, INC. 157,020$4,028,0000.47%
Roof Eidam Maycock Peralta, LLC 40,905$1,049,0000.44%
TLWM 26,720$685,0000.40%
View complete list of ISHARES TR shareholders