Altium Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 96 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
Q2 2022$448,000
-20.3%
17,233
-20.3%
0.03%
-11.1%
Q1 2022$562,000
+6.4%
21,612
+9.8%
0.04%
+5.9%
Q4 2021$528,000
-0.4%
19,6840.0%0.03%
-10.5%
Q3 2021$530,000
+6.2%
19,684
+6.4%
0.04%
+2.7%
Q2 2021$499,000
-3.1%
18,505
-2.9%
0.04%
-9.8%
Q1 2021$515,000
-8.8%
19,066
-8.6%
0.04%
-18.0%
Q4 2020$565,000
-16.2%
20,867
-16.1%
0.05%
-28.6%
Q3 2020$674,000
+1.0%
24,864
+0.5%
0.07%
-6.7%
Q2 2020$667,000
+0.5%
24,734
-2.5%
0.08%
-17.6%
Q1 2020$664,000
+4.4%
25,378
+5.5%
0.09%
+19.7%
Q4 2019$636,000
-2.2%
24,055
-2.5%
0.08%
-13.6%
Q3 2019$650,000
+30.3%
24,683
+29.8%
0.09%
+22.2%
Q2 2019$499,000
+17.1%
19,017
+15.8%
0.07%
+5.9%
Q1 2019$426,00016,4250.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 129,330$3,503,0001.34%
SONATA CAPITAL GROUP INC 60,223$1,631,0000.81%
SENTINEL PENSION ADVISORS INC 70,734$1,916,0000.70%
Paradiem, LLC 54,576$1,481,0000.63%
Gateway Advisory, LLC 97,342$2,637,0000.57%
Peloton Wealth Strategists 40,700$1,103,0000.55%
Estate Counselors, LLC 111,055$3,008,0000.45%
Roof Eidam Maycock Peralta, LLC 41,550$1,126,0000.44%
Stonebridge Capital Advisors LLC 91,653$2,483,0000.38%
Paulson Wealth Management Inc. 23,616$640,0000.37%
View complete list of ISHARES TR shareholders