BCGM Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 76 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BCGM Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$374,070
-4.4%
3,1870.0%0.17%0.0%
Q2 2023$391,151
+4.7%
3,187
+0.5%
0.17%
-8.5%
Q1 2023$373,620
-1.6%
3,170
-5.0%
0.19%
+1.6%
Q4 2022$379,591
+2.9%
3,3380.0%0.18%
+0.5%
Q3 2022$369,000
-11.3%
3,338
-4.0%
0.18%
-12.8%
Q2 2022$416,000
-3.3%
3,476
-2.2%
0.21%
-9.8%
Q1 2022$430,000
-16.8%
3,555
-5.6%
0.23%
-15.8%
Q4 2021$517,000
+1.8%
3,767
+0.3%
0.28%
-1.8%
Q3 2021$508,000
+1.6%
3,757
-1.6%
0.28%
-4.4%
Q2 2021$500,000
+5.0%
3,817
-1.1%
0.30%
-8.9%
Q1 2021$476,000
+4.2%
3,859
+0.2%
0.32%
+0.3%
Q4 2020$457,0003,8530.32%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
B. Riley Wealth Advisors, Inc. 32,612$2,870,0000.36%
Ifrah Financial Services, Inc. 4,303$379,0000.14%
Stratos Wealth Partners, LTD. 19,971$1,757,0000.08%
UNITED SERVICES AUTOMOBILE ASSOCIATION 325,000$28,597,0000.07%
FIFTH THIRD BANCORP 110,389$9,713,0000.06%
COURIER CAPITAL LLC 4,540$399,0000.05%
Proficio Capital Partners LLC 1,000$88,0000.03%
Cambridge Investment Research Advisors, Inc. 24,082$2,119,0000.02%
BB&T SECURITIES, LLC 20,713$1,822,0000.02%
MERCER GLOBAL ADVISORS INC /ADV 8,784$726,0000.02%
View complete list of ISHARES TR shareholders