NORTHCAPE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 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
NORTHCAPE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$327,894
+2.4%
12,846
+2.2%
0.13%
+8.6%
Q2 2023$320,256
-34.6%
12,564
-34.8%
0.12%
-34.5%
Q1 2023$489,884
-13.3%
19,264
-13.6%
0.18%
-43.8%
Q4 2022$564,899
-39.8%
22,284
-40.1%
0.32%
-5.7%
Q3 2022$938,000
-43.3%
37,179
-42.7%
0.33%
-47.2%
Q2 2022$1,654,000
-5.8%
64,877
-5.8%
0.63%
+23.6%
Q1 2022$1,755,000
-4.3%
68,908
-2.5%
0.51%
-17.2%
Q4 2021$1,833,00070,7090.62%
Other shareholders
ISHARES TR shareholders Q1 2022
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