Roof Eidam Maycock Peralta, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Roof Eidam Maycock Peralta, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$897,152
-1.0%
34,4000.0%0.30%
-2.6%
Q2 2023$905,924
-1.0%
34,4000.0%0.30%
-10.1%
Q1 2023$915,384
+0.9%
34,4000.0%0.34%
+4.7%
Q4 2022$907,128
-8.8%
34,400
-10.4%
0.32%
-13.2%
Q3 2022$995,000
-2.7%
38,4000.0%0.37%
-1.6%
Q2 2022$1,023,000
-0.1%
38,4000.0%0.38%
+13.9%
Q1 2022$1,024,000
-4.3%
38,4000.0%0.33%
-8.3%
Q4 2021$1,070,000
-0.3%
38,4000.0%0.36%
-8.6%
Q3 2021$1,073,000
-0.2%
38,4000.0%0.40%
-1.5%
Q2 2021$1,075,000
+0.2%
38,4000.0%0.40%
-3.1%
Q1 2021$1,073,000
-0.8%
38,4000.0%0.41%
-1.7%
Q4 2020$1,082,000
+0.3%
38,4000.0%0.42%
+0.2%
Q3 2020$1,079,000
+0.8%
38,4000.0%0.42%
+1.7%
Q2 2020$1,070,000
+5.2%
38,400
+2.1%
0.41%
-3.3%
Q1 2020$1,017,000
+13.1%
37,600
+13.6%
0.43%
+23.4%
Q4 2019$899,000
+1662.7%
33,100
+1642.1%
0.35%
+1547.6%
Q3 2019$51,000–1,900–0.02%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 200,238$5,280,2761.90%
Virginia National Bank 17,311$456,4911.68%
WJ Wealth Management, LLC 85,437$2,252,9731.31%
Newman Dignan & Sheerar, Inc. 136,623$3,602,7401.19%
SONATA CAPITAL GROUP INC 62,460$1,6470.92%
Gateway Advisory, LLC 123,974$3,2690.84%
Covington Investment Advisors Inc. 120,589$3,1800.76%
BLUE SQUARE ASSET MANAGEMENT, LLC 44,763$1,180,4000.76%
Signature Wealth Management Group 51,557$1,359,5580.66%
Hedeker Wealth, LLC 66,459$1,752,5240.66%
View complete list of ISHARES TR shareholders