Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 53 filers reported holding ISHARES TR in Q1 2022. 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$1,080,621
-0.6%
44,143
+1.8%
0.13%
-5.6%
Q2 2023$1,086,643
+0.8%
43,353
+2.4%
0.14%
-4.1%
Q1 2023$1,078,104
+105.3%
42,345
+102.2%
0.15%
+33.3%
Q4 2022$525,146
-1.3%
20,943
-3.9%
0.11%
-6.7%
Q3 2022$532,000
-1.3%
21,804
+1.8%
0.12%
+5.3%
Q2 2022$539,000
+32.4%
21,421
+33.8%
0.11%
+46.8%
Q1 2022$407,000
+20.4%
16,012
+28.1%
0.08%
+20.3%
Q4 2021$338,0000.0%12,5000.0%0.06%
-9.9%
Q3 2021$338,000
-0.3%
12,5000.0%0.07%0.0%
Q2 2021$339,000
+0.6%
12,5000.0%0.07%
-9.0%
Q1 2021$337,00012,5000.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 133,129$3,599,0001.17%
Fortune 45 LLC 27,334$739,0000.65%
Prism Advisors, Inc. 44,715$1,209,0000.40%
CGN Advisors LLC 38,653$1,045,0000.27%
Peloton Wealth Strategists 12,000$324,0000.13%
Bradley & Co. Private Wealth Management, LLC 5,938$161,0000.13%
WRAPMANAGER INC 12,633$342,0000.08%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 86,345$2,335,0000.08%
Richard P Slaughter Associates Inc 7,780$210,0000.07%
CONFLUENCE INVESTMENT MANAGEMENT LLC 204,005$5,516,0000.07%
View complete list of ISHARES TR shareholders