Altium Wealth Management 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
Altium Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$260,0000.0%10,1510.0%0.02%0.0%
Q2 2021$260,000
-47.0%
10,151
-46.8%
0.02%
-51.3%
Q1 2021$491,000
-29.0%
19,090
-28.8%
0.04%
-36.1%
Q4 2020$692,000
-30.5%
26,829
-30.2%
0.06%
-41.3%
Q3 2020$996,000
-0.9%
38,441
-0.8%
0.10%
-8.0%
Q2 2020$1,005,000
+2.1%
38,736
+0.4%
0.11%
-16.3%
Q1 2020$984,000
-4.2%
38,580
-3.2%
0.14%
+9.8%
Q4 2019$1,027,000
-10.0%
39,858
-10.0%
0.12%
-20.1%
Q3 2019$1,141,000
+31.3%
44,275
+31.3%
0.15%
+22.2%
Q2 2019$869,000
+8.5%
33,719
+8.0%
0.13%
-1.6%
Q1 2019$801,000
+77.2%
31,227
+75.9%
0.13%
+48.8%
Q4 2018$452,000
-22.2%
17,753
-22.7%
0.09%
-22.5%
Q3 2018$581,000
+27.1%
22,978
+28.0%
0.11%
-9.0%
Q2 2018$457,000
-11.1%
17,952
-11.2%
0.12%
-39.6%
Q1 2018$514,000
-13.6%
20,205
-13.7%
0.20%
-25.7%
Q4 2017$595,00023,4090.27%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 232,578$5,991,0001.48%
LifeSteps Financial, Inc. 59,028$1,521,0001.44%
Wealthquest Corp 159,008$4,096,0001.17%
SENTINEL PENSION ADVISORS INC 69,436$1,789,0001.16%
Paulson Wealth Management Inc. 61,554$1,591,0001.12%
SONATA CAPITAL GROUP INC 44,340$1,142,0000.69%
Ferris Capital, LLC 68,295$1,759,0000.62%
LEAVELL INVESTMENT MANAGEMENT, INC. 227,558$5,862,0000.55%
ALTERNA WEALTH MANAGEMENT, INC 18,800$484,0000.54%
Guidance Point Advisors, LLC 41,289$1,063,0000.52%
View complete list of ISHARES TR shareholders