CGN Advisors 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
CGN Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$485,000
-30.1%
19,035
-29.0%
0.12%
-33.1%
Q4 2021$694,000
+14.1%
26,792
+14.5%
0.18%
-9.0%
Q3 2021$608,000
+7.0%
23,396
+7.5%
0.20%
+11.2%
Q2 2021$568,000
+4.8%
21,757
+5.1%
0.18%
-8.2%
Q1 2021$542,000
+21.0%
20,706
+21.1%
0.20%
+8.9%
Q4 2020$448,00017,0920.18%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 98,747$2,515,0002.63%
Gateway Advisory, LLC 317,910$8,098,0002.20%
Praetorian Wealth Management, Inc. 203,316$5,178,0001.76%
SONATA CAPITAL GROUP INC 123,645$3,150,0001.39%
Virginia National Bank 38,560$982,0001.12%
SENTINEL PENSION ADVISORS INC 105,049$2,676,0000.91%
LEAVELL INVESTMENT MANAGEMENT, INC. 386,891$9,855,0000.68%
Paradiem, LLC 65,342$1,662,0000.54%
NORTHCAPE WEALTH MANAGEMENT, LLC 68,908$1,755,0000.51%
First Affirmative Financial Network 20,835$531,0000.51%
View complete list of ISHARES TR shareholders