BCS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 104 filers reported holding ISHARES TR in Q1 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$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 Q1 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 183,939$4,932,0001.60%
SONATA CAPITAL GROUP INC 108,500$2,909,0001.22%
Paradigm, Strategies in Wealth Management, LLC 39,724$1,065,0001.08%
Gateway Advisory, LLC 182,522$4,894,0001.04%
SENTINEL PENSION ADVISORS INC 96,629$2,591,0000.82%
LEAVELL INVESTMENT MANAGEMENT, INC. 336,835$9,032,0000.60%
NORTHCAPE WEALTH MANAGEMENT, LLC 59,517$1,596,0000.54%
Paradiem, LLC 61,475$1,625,0000.53%
CHILDRESS CAPITAL ADVISORS, LLC 38,200$1,024,0000.42%
Peloton Wealth Strategists 36,700$984,0000.39%
View complete list of ISHARES TR shareholders