Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 153 filers reported holding ISHARES TR in Q2 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 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 Q2 2021
NameSharesValueWeighting ↓
KARLINSKI ANDREW C 183,082$4,742,0007.19%
VISTA FINANCE, LLC 82,731$2,143,0002.60%
Paradigm, Strategies in Wealth Management, LLC 76,991$1,994,0001.82%
SONATA CAPITAL GROUP INC 108,843$2,819,0001.55%
LEAVELL INVESTMENT MANAGEMENT, INC. 372,252$9,641,0000.76%
Gateway Advisory, LLC 114,970$2,978,0000.74%
Praetorian Wealth Management, Inc. 74,795$1,937,0000.73%
BLUE SQUARE ASSET MANAGEMENT, LLC 35,942$931,0000.63%
Paradiem, LLC 62,106$1,609,0000.62%
FORTE ASSET MANAGEMENT LLC 35,400$917,0000.61%
View complete list of ISHARES TR shareholders