Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 filers reported holding ISHARES TR in Q4 2020. 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 2021$331,000
+31.3%
12,661
+32.1%
0.07%
+30.2%
Q2 2021$252,000
+14.0%
9,587
+14.3%
0.05%
+3.9%
Q1 2021$221,0000.0%8,3890.0%0.05%
-5.6%
Q4 2020$221,0008,3890.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 317,663$8,234,0002.24%
Paradigm, Strategies in Wealth Management, LLC 70,824$1,836,0001.92%
SONATA CAPITAL GROUP INC 108,843$2,821,0001.24%
SENTINEL PENSION ADVISORS INC 97,721$2,533,0000.86%
Praetorian Wealth Management, Inc. 89,791$2,327,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 387,152$10,035,0000.69%
Paradiem, LLC 62,819$1,627,0000.53%
Virginia National Bank 17,045$442,0000.50%
Stonebridge Capital Advisors LLC 175,006$4,536,0000.49%
AllSquare Wealth Management LLC 29,290$759,0000.46%
View complete list of ISHARES TR shareholders