Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 131 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
Q2 2021$206,0000.0%8,0270.0%0.04%
-10.4%
Q1 2021$206,000
-0.5%
8,0270.0%0.05%
-5.9%
Q4 2020$207,0008,0270.05%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 228,038$5,797,0001.60%
Asset Dedication, LLC 86,687$2,205,0000.89%
Vigilant Capital Management, LLC 252,479$6,418,0000.84%
Roof Eidam Maycock Peralta, LLC 43,485$1,105,0000.54%
LEAVELL INVESTMENT MANAGEMENT, INC. 114,997$2,923,0000.34%
MANAGED ACCOUNT SERVICES INC 20,404$519,0000.34%
Fusion Family Wealth LLC 53,229$1,353,0000.34%
Denver PWM, LLC 15,289$389,0000.29%
Altium Wealth Management LLC 23,409$595,0000.27%
LINCOLN NATIONAL CORP 315,435$8,018,0000.24%
View complete list of ISHARES TR shareholders