BCS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 134 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 2022$372,0000.0%14,3470.0%0.18%
+6.1%
Q2 2022$372,0000.0%14,3470.0%0.16%
+7.1%
Q1 2022$372,000
-0.5%
14,3470.0%0.15%
+14.9%
Q4 2021$374,000
-0.5%
14,3470.0%0.13%
-16.2%
Q3 2021$376,000
-0.3%
14,3470.0%0.16%
-20.0%
Q2 2021$377,000
-0.3%
14,3470.0%0.20%
+11.7%
Q1 2021$378,0000.0%14,3470.0%0.18%
-8.7%
Q4 2020$378,000
-0.5%
14,3470.0%0.20%
-8.8%
Q3 2020$380,000
+0.3%
14,3470.0%0.22%
-5.3%
Q2 2020$379,000
+1.6%
14,3470.0%0.23%
-13.0%
Q1 2020$373,000
-0.5%
14,3470.0%0.26%
+4.4%
Q4 2019$375,00014,3470.25%
Other shareholders
ISHARES TR shareholders Q3 2020
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