Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 130 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$883,369
+0.1%
34,6080.0%0.11%
-5.2%
Q2 2023$882,158
-1.7%
34,608
-1.9%
0.12%
-5.7%
Q1 2023$897,170
+59.1%
35,280
+58.6%
0.12%
+3.4%
Q4 2022$563,936
-3.3%
22,246
-3.7%
0.12%
-9.2%
Q3 2022$583,000
-7.3%
23,098
-6.4%
0.13%
-0.8%
Q2 2022$629,000
+27.1%
24,681
+27.1%
0.13%
+40.4%
Q1 2022$495,000
+25.3%
19,420
+27.5%
0.09%
+25.3%
Q4 2021$395,000
+16.9%
15,235
+17.3%
0.08%
+5.6%
Q3 2021$338,00012,9920.07%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 119,102$3,125,0001.53%
Gateway Advisory, LLC 188,420$4,943,0001.45%
SENTINEL PENSION ADVISORS INC 76,710$2,012,0000.84%
SONATA CAPITAL GROUP INC 50,231$1,318,0000.84%
Paulson Wealth Management Inc. 41,884$1,099,0000.77%
LEAVELL INVESTMENT MANAGEMENT, INC. 255,185$6,695,0000.65%
Guidance Point Advisors, LLC 32,735$858,0000.48%
Stonebridge Capital Advisors LLC 91,794$2,408,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,094,0000.42%
TLWM 26,720$701,0000.41%
View complete list of ISHARES TR shareholders