Altium Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 146 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
Altium Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$280,000
-50.6%
10,810
-50.6%
0.02%
-45.9%
Q1 2022$567,000
+2.2%
21,873
+2.8%
0.04%
+2.8%
Q4 2021$555,000
+6.5%
21,278
+6.9%
0.04%
-2.7%
Q3 2021$521,000
+4.8%
19,910
+5.3%
0.04%
+2.8%
Q2 2021$497,000
-6.2%
18,913
-6.0%
0.04%
-16.3%
Q1 2021$530,000
-35.6%
20,124
-35.5%
0.04%
-41.1%
Q4 2020$823,000
-18.8%
31,212
-18.4%
0.07%
-30.5%
Q3 2020$1,013,000
-0.4%
38,236
-0.7%
0.10%
-7.9%
Q2 2020$1,017,000
-0.8%
38,503
-2.3%
0.11%
-19.1%
Q1 2020$1,025,000
-1.3%
39,390
-0.8%
0.14%
+13.7%
Q4 2019$1,039,000
-7.1%
39,720
-7.1%
0.12%
-17.9%
Q3 2019$1,118,000
+33.3%
42,775
+33.2%
0.15%
+23.8%
Q2 2019$839,000
-0.8%
32,112
-1.5%
0.12%
-9.6%
Q1 2019$846,000
+69.2%
32,612
+67.2%
0.14%
+40.6%
Q4 2018$500,000
-20.3%
19,506
-21.0%
0.10%
-20.0%
Q3 2018$627,000
+38.7%
24,687
+39.3%
0.12%
-0.8%
Q2 2018$452,000
-11.2%
17,723
-11.2%
0.12%
-39.5%
Q1 2018$509,000
+37.9%
19,961
+39.3%
0.20%
+18.3%
Q4 2017$369,00014,3340.17%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 317,663$8,234,0002.24%
Paradigm, Strategies in Wealth Management, LLC 70,824$1,836,0001.92%
SONATA CAPITAL GROUP INC 108,843$2,821,0001.24%
SENTINEL PENSION ADVISORS INC 97,721$2,533,0000.86%
Praetorian Wealth Management, Inc. 89,791$2,327,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 387,152$10,035,0000.69%
Paradiem, LLC 62,819$1,627,0000.53%
Virginia National Bank 17,045$442,0000.50%
Stonebridge Capital Advisors LLC 175,006$4,536,0000.49%
AllSquare Wealth Management LLC 29,290$759,0000.46%
View complete list of ISHARES TR shareholders