Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 150 filers reported holding ISHARES TR in Q4 2022. 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$639,142
-19.7%
24,879
-19.4%
0.03%
-15.6%
Q2 2023$795,469
-0.4%
30,8800.0%0.03%0.0%
Q1 2023$798,866
+0.5%
30,880
+0.0%
0.03%0.0%
Q4 2022$795,08330,8770.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 121,639$3,296,0001.46%
SENTINEL PENSION ADVISORS INC 76,120$2,062,0000.80%
Peloton Wealth Strategists 39,700$1,076,0000.60%
SONATA CAPITAL GROUP INC 37,133$1,006,0000.59%
Estate Counselors, LLC 113,075$3,064,0000.48%
Paulson Wealth Management Inc. 26,064$706,0000.46%
Roof Eidam Maycock Peralta, LLC 41,550$1,126,0000.44%
Stonebridge Capital Advisors LLC 78,895$2,138,0000.38%
Capital Directions Investment Advisors, LLC 31,448$852,0000.32%
Covington Investment Advisors Inc. 37,423$1,014,0000.29%
View complete list of ISHARES TR shareholders