Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$380,586
+3.1%
14,931
+2.8%
0.15%
-2.0%
Q1 2023$369,253
+0.4%
14,521
+0.1%
0.15%
-4.5%
Q4 2022$367,796
-57.2%
14,509
-57.4%
0.16%
-60.3%
Q3 2022$860,000
+1.2%
34,092
+2.2%
0.39%
+7.1%
Q2 2022$850,000
+10.4%
33,346
+10.2%
0.37%
+25.7%
Q1 2022$770,000
-1.7%
30,247
+0.1%
0.29%
+2.8%
Q4 2021$783,000
+50.9%
30,212
+50.6%
0.28%
+50.3%
Q3 2021$519,000
-0.6%
20,056
+0.2%
0.19%
-6.9%
Q2 2021$522,0000.0%20,019
+0.2%
0.20%
-6.0%
Q1 2021$522,0000.0%19,977
+0.2%
0.22%
-10.0%
Q4 2020$522,000
+7.0%
19,947
+7.3%
0.24%
-10.8%
Q3 2020$488,000
-43.1%
18,585
-43.2%
0.27%
-43.6%
Q2 2020$858,000
+2.5%
32,735
+0.2%
0.48%
-12.3%
Q1 2020$837,000
-0.5%
32,655
+0.2%
0.54%
+32.4%
Q4 2019$841,000
+18.1%
32,604
+17.9%
0.41%
+5.4%
Q3 2019$712,000
+0.4%
27,659
+0.2%
0.39%
-2.7%
Q2 2019$709,000
+1.1%
27,596
+0.2%
0.40%
-3.1%
Q1 2019$701,000
+9.5%
27,529
+7.9%
0.41%
-0.5%
Q4 2018$640,00025,5130.42%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 110,227$2,782,0002.54%
Virginia National Bank 28,835$728,0002.32%
Praetorian Wealth Management, Inc. 199,766$5,042,0001.89%
SONATA CAPITAL GROUP INC 124,535$3,143,0001.73%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 96,841$2,447,0001.21%
Resonant Capital Advisors, LLC 309,091$7,801,0001.19%
SENTINEL PENSION ADVISORS INC 116,899$2,951,0001.03%
LEAVELL INVESTMENT MANAGEMENT, INC. 417,408$10,535,0000.84%
Gateway Advisory, LLC 116,651$2,944,0000.73%
W.H. Cornerstone Investments Inc. 26,341$665,0000.70%
View complete list of ISHARES TR shareholders