PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 103 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
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$208,251
+5.9%
8,507
+8.5%
0.03%
+8.0%
Q2 2023$196,560
-19.6%
7,842
-18.4%
0.02%
-24.2%
Q1 2023$244,569
+98516.5%
9,606
-2.9%
0.03%
-10.8%
Q4 2022$2489,8940.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 622,754$15,245,0182.25%
Envision Financial Planning, LLC 86,542$2,118,5452.10%
Praetorian Wealth Management, Inc. 226,637$5,548,0731.76%
Virginia National Bank 12,351$302,3521.38%
HENGEHOLD CAPITAL MANAGEMENT LLC 402,502$9,853,2491.29%
BLUE SQUARE ASSET MANAGEMENT, LLC 35,229$862,4060.64%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 55,040$1,3470.58%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 649,377$15,896,7490.55%
Granite Harbor Advisors, Inc. 27,404$670,8500.54%
Royal Harbor Partners, LLC 37,678$922,3570.48%
View complete list of ISHARES TR shareholders