SHEETS SMITH WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 159 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,525
-87.5%
1,000
-87.5%
0.00%
-90.9%
Q1 2019$204,000
+1.5%
8,0000.0%0.04%
-18.5%
Q4 2018$201,000
-10.3%
8,000
-11.1%
0.05%0.0%
Q1 2018$224,000
-1.3%
9,0000.0%0.05%0.0%
Q4 2017$227,0009,0000.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
LifeSteps Financial, Inc. 61,152$1,569,0001.81%
Gateway Advisory, LLC 208,783$5,355,0001.80%
SENTINEL PENSION ADVISORS INC 73,592$1,888,0000.92%
Paulson Wealth Management Inc. 42,056$1,087,0000.83%
SONATA CAPITAL GROUP INC 30,606$785,0000.59%
Guidance Point Advisors, LLC 32,655$837,0000.54%
Stonebridge Capital Advisors LLC 89,515$2,296,0000.48%
LEAVELL INVESTMENT MANAGEMENT, INC. 157,020$4,028,0000.47%
Roof Eidam Maycock Peralta, LLC 40,905$1,049,0000.44%
TLWM 26,720$685,0000.40%
View complete list of ISHARES TR shareholders