JGP Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 41 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
Cardinal Strategic Wealth Guidance 225,362$11,803,0007.01%
Demars Financial Group, LLC 115,601$6,055,0004.28%
Destination Wealth Management 330,152$17,292,0000.75%
Birchcreek Wealth Management, LLC 3,066$160,0000.16%
D.A. DAVIDSON & CO. 156,314$8,187,0000.12%
Columbus Macro, LLC 7,077$371,0000.11%
J.W. COLE ADVISORS, INC. 13,359$700,0000.07%
RFG Advisory, LLC 8,963$467,0000.06%
WealthShield Partners, LLC 5,730$300,0000.06%
DAVIDSON INVESTMENT ADVISORS 9,731$510,0000.05%
View complete list of ISHARES TR shareholders