BCS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 44 filers reported holding ISHARES TR in Q1 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$366
-1.1%
14,0370.0%0.15%
-43.7%
Q2 2023$370
-1.1%
14,0370.0%0.27%
+59.8%
Q1 2023$374
+1.1%
14,0370.0%0.17%
+9.0%
Q4 2022$370
-99.9%
14,0370.0%0.16%
-9.4%
Q3 2022$364,000
-2.7%
14,0370.0%0.17%
+10.3%
Q1 2022$374,000
-4.3%
14,0370.0%0.16%
+10.7%
Q4 2021$391,000
-0.3%
14,0370.0%0.14%
-15.7%
Q3 2021$392,000
-0.3%
14,0370.0%0.17%
-20.6%
Q2 2021$393,000
+0.3%
14,0370.0%0.21%
+12.4%
Q1 2021$392,000
-0.8%
14,0370.0%0.19%
-9.3%
Q4 2020$395,000
+0.3%
14,0370.0%0.20%
-8.1%
Q3 2020$394,000
+0.8%
14,0370.0%0.22%
-4.7%
Q2 2020$391,000
+2.9%
14,0370.0%0.23%
-12.0%
Q1 2020$380,000
-0.3%
14,0370.0%0.27%
+4.7%
Q4 2019$381,00014,0370.25%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
SENTINEL PENSION ADVISORS INC 41,282$1,116,0000.54%
Roof Eidam Maycock Peralta, LLC 37,600$1,017,0000.43%
Peloton Wealth Strategists 18,000$487,0000.40%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 179,594$4,856,0000.39%
Covington Investment Advisors Inc. 35,302$955,0000.36%
BCS Wealth Management 14,037$380,0000.27%
Estate Counselors, LLC 58,550$1,583,0000.26%
WRAPMANAGER INC 14,269$386,0000.17%
Capital Directions Investment Advisors, LLC 12,573$340,0000.14%
Altium Wealth Management LLC 29,005$784,0000.11%
View complete list of ISHARES TR shareholders