JGP Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 43 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
JGP Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$237,003
-4.4%
5,7560.0%0.04%
-2.4%
Q2 2023$247,911
-1.7%
5,7560.0%0.04%
-6.8%
Q1 2023$252,113
+2.4%
5,7560.0%0.04%
-2.2%
Q4 2022$246,127
+1.7%
5,7560.0%0.04%
-11.8%
Q3 2022$242,000
-6.2%
5,7560.0%0.05%
-1.9%
Q2 2022$258,000
-3.0%
5,7560.0%0.05%
+6.1%
Q1 2022$266,000
+19.3%
5,756
+29.3%
0.05%
+16.7%
Q4 2021$223,0004,4510.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Demars Financial Group, LLC 320,063$16,763,00012.78%
Cardinal Strategic Wealth Guidance 221,599$11,606,0008.21%
Destination Wealth Management 322,297$16,880,0000.86%
D.A. DAVIDSON & CO. 202,591$10,611,0000.18%
WealthShield Partners, LLC 6,578$345,0000.12%
DAVIDSON INVESTMENT ADVISORS 13,536$709,0000.08%
RFG Advisory, LLC 7,926$415,0000.06%
Integrated Wealth Concepts LLC 10,203$534,0000.03%
Kopp Family Office, LLC 764$40,0000.02%
Stratos Wealth Partners, LTD. 11,670$611,0000.02%
View complete list of ISHARES TR shareholders