BCS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 120 filers reported holding ISHARES TR in Q1 2020. 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 2021$371,0000.0%14,4890.0%0.16%
-20.3%
Q2 2021$371,000
-0.5%
14,4890.0%0.20%
+11.3%
Q1 2021$373,0000.0%14,4890.0%0.18%
-8.8%
Q4 2020$373,000
-0.5%
14,4890.0%0.19%
-8.5%
Q3 2020$375,000
-0.3%
14,4890.0%0.21%
-5.8%
Q2 2020$376,000
+1.6%
14,4890.0%0.22%
-13.1%
Q1 2020$370,000
-0.8%
14,4890.0%0.26%
+4.0%
Q4 2019$373,00014,4890.25%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 207,363$5,345,0001.16%
Stonebridge Capital Advisors LLC 245,145$6,319,0000.96%
Paulson Wealth Management Inc. 57,762$1,489,0000.87%
SENTINEL PENSION ADVISORS INC 84,153$2,169,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 354,162$9,129,0000.79%
SONATA CAPITAL GROUP INC 57,973$1,494,0000.74%
Praetorian Wealth Management, Inc. 67,850$1,748,0000.67%
Wealthquest Corp 118,599$3,056,0000.65%
Paradiem, LLC 54,749$1,411,0000.60%
Ferris Capital, LLC 67,666$1,744,0000.49%
View complete list of ISHARES TR shareholders