SlateStone Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 128 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$557,0000.0%21,5100.0%0.15%
+4.2%
Q2 2022$557,000
-0.2%
21,5100.0%0.14%
+14.5%
Q1 2022$558,000
-0.5%
21,5100.0%0.12%
+3.3%
Q4 2021$561,000
-0.4%
21,5100.0%0.12%
-7.0%
Q3 2021$563,000
-0.4%
21,5100.0%0.13%0.0%
Q2 2021$565,000
-0.2%
21,5100.0%0.13%
-7.9%
Q1 2021$566,000
-0.2%
21,5100.0%0.14%
-0.7%
Q4 2020$567,000
-0.5%
21,5100.0%0.14%
+14.6%
Q3 2020$570,000
+0.4%
21,5100.0%0.12%
-3.1%
Q2 2020$568,000
+1.6%
21,5100.0%0.13%
-20.1%
Q1 2020$559,000
-0.7%
21,5100.0%0.16%
+23.3%
Q4 2019$563,00021,5100.13%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 223,760$5,849,0001.98%
Fusion Family Wealth LLC 193,220$5,051,0001.34%
MANAGED ACCOUNT SERVICES INC 65,166$1,706,0000.85%
Paulson Wealth Management Inc. 42,844$1,120,0000.84%
SONATA CAPITAL GROUP INC 47,406$1,239,0000.84%
Ferris Capital, LLC 82,068$2,145,0000.77%
Guidant Wealth Advisors 72,935$1,907,0000.71%
ALTERNA WEALTH MANAGEMENT, INC 21,396$559,0000.66%
Fieldpoint Private Securities, LLC 61,850$1,617,0000.59%
AllSquare Wealth Management LLC 29,290$766,0000.57%
View complete list of ISHARES TR shareholders