Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 155 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$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 Q1 2023
NameSharesValueWeighting ↓
Virginia National Bank 23,817$616,1452.17%
Praetorian Wealth Management, Inc. 215,967$5,587,0661.82%
SONATA CAPITAL GROUP INC 108,065$2,7961.51%
Newman Dignan & Sheerar, Inc. 155,434$4,021,0681.29%
Paradigm, Strategies in Wealth Management, LLC 61,459$1,589,9441.25%
COLONY GROUP LLC 3,213,076$83,1221.23%
4J Wealth Management LLC 42,950$1,111,1291.19%
Covington Investment Advisors Inc. 183,872$4,7571.07%
Paradiem, LLC 125,678$3,251,2901.01%
Gateway Advisory, LLC 163,852$4,2390.94%
View complete list of ISHARES TR shareholders