Carl P. Sherr & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 130 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Carl P. Sherr & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$238,417
-13.6%
9,405
-14.0%
0.18%
-17.7%
Q3 2022$276,000
-1.1%
10,9350.0%0.22%
+5.3%
Q2 2022$279,0000.0%10,9350.0%0.21%
+11.2%
Q1 2022$279,000
-1.4%
10,9350.0%0.19%
+9.9%
Q4 2021$283,000
+9.3%
10,935
+9.7%
0.17%
-17.4%
Q3 2021$259,000
+26.3%
9,970
+26.8%
0.21%
+46.8%
Q2 2021$205,0007,8600.14%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 119,102$3,125,0001.53%
Gateway Advisory, LLC 188,420$4,943,0001.45%
SENTINEL PENSION ADVISORS INC 76,710$2,012,0000.84%
SONATA CAPITAL GROUP INC 50,231$1,318,0000.84%
Paulson Wealth Management Inc. 41,884$1,099,0000.77%
LEAVELL INVESTMENT MANAGEMENT, INC. 255,185$6,695,0000.65%
Guidance Point Advisors, LLC 32,735$858,0000.48%
Stonebridge Capital Advisors LLC 91,794$2,408,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,094,0000.42%
TLWM 26,720$701,0000.41%
View complete list of ISHARES TR shareholders