Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 134 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$668,926
-1.0%
25,6490.0%0.03%
+3.7%
Q2 2023$675,466
-1.0%
25,6490.0%0.03%
-3.6%
Q1 2023$682,520
+2.7%
25,649
+1.8%
0.03%
+7.7%
Q4 2022$664,39225,1950.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
BLUE SQUARE ASSET MANAGEMENT, LLC 35,453$944,0002.03%
Gateway Advisory, LLC 172,493$4,593,0001.96%
Praetorian Wealth Management, Inc. 199,393$5,309,0001.95%
Virginia National Bank 27,802$740,0001.16%
SONATA CAPITAL GROUP INC 62,460$1,663,0000.86%
Newman Dignan & Sheerar, Inc. 89,220$2,376,0000.81%
WJ Wealth Management, LLC 33,972$904,0000.64%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 430,507$11,464,0000.48%
First Affirmative Financial Network 15,700$418,0000.48%
Covington Investment Advisors Inc. 70,374$1,874,0000.47%
View complete list of ISHARES TR shareholders