BCS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 135 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 213,809$5,546,0001.44%
Fusion Family Wealth LLC 199,246$5,168,0001.43%
MANAGED ACCOUNT SERVICES INC 61,326$1,587,0000.89%
Paulson Wealth Management Inc. 31,732$823,0000.62%
Ferris Capital, LLC 63,169$1,639,0000.60%
Fieldpoint Private Securities, LLC 54,850$1,423,0000.59%
AllSquare Wealth Management LLC 29,290$760,0000.57%
LEAVELL INVESTMENT MANAGEMENT, INC. 181,970$4,720,0000.53%
Guidance Point Advisors, LLC 33,149$859,0000.51%
Roof Eidam Maycock Peralta, LLC 45,575$1,182,0000.47%
View complete list of ISHARES TR shareholders