BCS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 53 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$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 Q3 2020
NameSharesValueWeighting ↓
Virginia National Bank 17,647$460,2332.10%
Praetorian Wealth Management, Inc. 218,620$5,701,6091.81%
Envision Financial Planning, LLC 51,161$1,334,2731.32%
Newman Dignan & Sheerar, Inc. 138,956$3,623,9851.19%
Covington Investment Advisors Inc. 212,613$5,5451.18%
SONATA CAPITAL GROUP INC 62,460$1,6290.87%
COLONY GROUP LLC 2,201,352$57,4110.86%
BLUE SQUARE ASSET MANAGEMENT, LLC 42,254$1,101,9840.81%
PFG Private Wealth Management, LLC 41,558$1,083,8330.81%
Atwater Malick LLC 54,630$1,424,7500.63%
View complete list of ISHARES TR shareholders