BCS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 108 filers reported holding ISHARES TR in Q4 2021. 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$366,000
-1.9%
14,3510.0%0.17%
+3.6%
Q2 2022$373,0000.0%14,3510.0%0.17%
+7.8%
Q1 2022$373,000
-3.1%
14,3510.0%0.15%
+11.6%
Q4 2021$385,000
-0.5%
14,3510.0%0.14%
-15.9%
Q3 2021$387,0000.0%14,3510.0%0.16%
-20.4%
Q2 2021$387,0000.0%14,3510.0%0.21%
+12.0%
Q1 2021$387,000
-0.5%
14,3510.0%0.18%
-8.9%
Q4 2020$389,0000.0%14,3510.0%0.20%
-8.2%
Q3 2020$389,000
+0.5%
14,3510.0%0.22%
-5.2%
Q2 2020$387,000
+3.2%
14,3510.0%0.23%
-11.8%
Q1 2020$375,000
-1.1%
14,3510.0%0.26%
+4.0%
Q4 2019$379,00014,3510.25%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 129,330$3,503,0001.34%
SONATA CAPITAL GROUP INC 60,223$1,631,0000.81%
SENTINEL PENSION ADVISORS INC 70,734$1,916,0000.70%
Paradiem, LLC 54,576$1,481,0000.63%
Gateway Advisory, LLC 97,342$2,637,0000.57%
Peloton Wealth Strategists 40,700$1,103,0000.55%
Estate Counselors, LLC 111,055$3,008,0000.45%
Roof Eidam Maycock Peralta, LLC 41,550$1,126,0000.44%
Stonebridge Capital Advisors LLC 91,653$2,483,0000.38%
Paulson Wealth Management Inc. 23,616$640,0000.37%
View complete list of ISHARES TR shareholders