SlateStone Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 120 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 2021$561,000
-0.2%
21,9140.0%0.13%0.0%
Q2 2021$562,000
-0.4%
21,9140.0%0.13%
-7.9%
Q1 2021$564,000
-0.2%
21,9140.0%0.14%
-1.4%
Q4 2020$565,000
-0.5%
21,9140.0%0.14%
+14.6%
Q3 2020$568,0000.0%21,9140.0%0.12%
-3.1%
Q2 2020$568,000
+1.6%
21,9140.0%0.13%
-20.1%
Q1 2020$559,000
-1.1%
21,9140.0%0.16%
+23.3%
Q4 2019$565,00021,9140.13%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 200,236$5,194,0001.52%
Praetorian Wealth Management, Inc. 84,114$2,182,0001.07%
Paulson Wealth Management Inc. 55,827$1,448,0001.01%
Stonebridge Capital Advisors LLC 191,689$4,972,0000.92%
SENTINEL PENSION ADVISORS INC 82,210$2,133,0000.89%
Wealthquest Corp 129,888$3,369,0000.86%
SONATA CAPITAL GROUP INC 47,800$1,240,0000.79%
Fieldpoint Private Securities, LLC 85,360$2,214,0000.75%
LEAVELL INVESTMENT MANAGEMENT, INC. 289,894$7,520,0000.73%
Ferris Capital, LLC 67,719$1,757,0000.62%
View complete list of ISHARES TR shareholders