Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 101 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$285,000
-19.5%
11,008
-19.6%
0.13%
-15.0%
Q2 2022$354,000
-21.0%
13,684
-21.0%
0.15%
-10.0%
Q1 2022$448,000
-0.4%
17,319
+0.1%
0.17%
+4.3%
Q4 2021$450,0000.0%17,294
+0.3%
0.16%
-0.6%
Q3 2021$450,000
-0.2%
17,241
+0.2%
0.16%
-6.3%
Q2 2021$451,000
-0.2%
17,208
+0.2%
0.18%
-6.4%
Q1 2021$452,000
-21.4%
17,174
-21.4%
0.19%
-29.2%
Q4 2020$575,000
+5.9%
21,839
+6.6%
0.26%
-11.7%
Q3 2020$543,000
-44.9%
20,492
-45.1%
0.30%
-45.4%
Q2 2020$986,000
+1.8%
37,333
+0.2%
0.55%
-13.0%
Q1 2020$969,000
-0.4%
37,255
+0.1%
0.63%
+32.6%
Q4 2019$973,000
+11.8%
37,203
+11.8%
0.48%
-0.2%
Q3 2019$870,000
+0.3%
33,283
+0.2%
0.48%
-2.9%
Q2 2019$867,000
+0.9%
33,218
+0.2%
0.49%
-3.4%
Q1 2019$859,000
+22.9%
33,149
+21.4%
0.51%
+11.7%
Q4 2018$699,00027,3120.45%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
SONATA CAPITAL GROUP INC 103,303$2,723,0001.35%
Gateway Advisory, LLC 204,600$5,393,0001.17%
Praetorian Wealth Management, Inc. 114,612$3,021,0001.15%
SENTINEL PENSION ADVISORS INC. 87,298$2,301,0000.84%
LEAVELL INVESTMENT MANAGEMENT, INC. 365,471$9,634,0000.83%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 34,663$914,0000.83%
Stonebridge Capital Advisors LLC 174,036$4,588,0000.70%
Karn, Couzens & Associates, Inc. 25,400$670,0000.64%
Paradiem, LLC 54,349$1,434,0000.61%
Paulson Wealth Management Inc. 34,432$908,0000.53%
View complete list of ISHARES TR shareholders