BCS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 99 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BCS Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2010.0%7,8820.0%0.08%
-42.9%
Q2 2023$201
+0.5%
7,8820.0%0.15%
+63.3%
Q1 2023$2000.0%7,8820.0%0.09%
+7.1%
Q4 2022$200
-99.9%
7,882
-50.0%
0.08%
-55.1%
Q3 2022$398,000
-1.0%
15,7620.0%0.19%
+4.5%
Q2 2022$402,000
+0.2%
15,7620.0%0.18%
+7.8%
Q1 2022$401,000
-1.7%
15,7620.0%0.17%
+13.7%
Q4 2021$408,000
-0.5%
15,7620.0%0.15%
-16.1%
Q3 2021$410,000
-0.5%
15,7620.0%0.17%
-20.5%
Q2 2021$412,0000.0%15,7620.0%0.22%
+11.7%
Q1 2021$412,000
-0.2%
15,7620.0%0.20%
-8.4%
Q4 2020$413,000
-0.2%
15,7620.0%0.21%
-8.5%
Q3 2020$414,0000.0%15,7620.0%0.23%
-5.6%
Q2 2020$414,000
+2.5%
15,7620.0%0.25%
-12.4%
Q1 2020$404,000
-0.7%
15,7620.0%0.28%
+4.4%
Q4 2019$407,00015,7620.27%
Other shareholders
ISHARES TR shareholders Q3 2020
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