Beacon Harbor Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 91 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Beacon Harbor Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$3,750,000
+5.7%
110,369
-2.4%
1.83%
-10.3%
Q2 2020$3,548,000
+20.8%
113,108
+1.9%
2.04%
-8.1%
Q1 2020$2,936,000
+1304.8%
110,945
+1470.1%
2.22%
+1556.0%
Q3 2019$209,0007,0660.13%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 310,395$9,771,2247.07%
Meredith Wealth Planning 283,748$8,932,3836.64%
CGC Financial Services, LLC 280,806$8,839,7736.18%
Straight Path Wealth Management 186,332$5,865,7303.98%
Klaas Financial Asset Advisors, LLC 532,991$16,778,5573.80%
Armbruster Capital Management, Inc. 441,310$13,892,4263.51%
Tacita Capital Inc 113,675$3,578,4892.80%
Family Capital Trust Co 250,827$7,893,4762.79%
ATLAS CAPITAL ADVISORS LLC 400,870$12,619,4072.08%
MERCER GLOBAL ADVISORS INC /ADV 14,264,864$449,0581.70%
View complete list of ISHARES TR shareholders