Legacy Private Trust Co. - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 90 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,184,255
-7.8%
47,733
-6.4%
0.10%
-3.8%
Q2 2023$1,284,582
-34.6%
51,016
-33.7%
0.11%
-36.5%
Q1 2023$1,964,022
+7.9%
76,930
+6.6%
0.17%
+1.2%
Q4 2022$1,820,111
-29.5%
72,198
-31.1%
0.16%
-32.7%
Q3 2022$2,580,000
+3.4%
104,758
+6.4%
0.24%
+9.9%
Q2 2022$2,495,000
-15.4%
98,458
-14.9%
0.22%
-2.6%
Q1 2022$2,950,000
+298.6%
115,631
+320.1%
0.23%
+308.9%
Q4 2021$740,00027,5240.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 145,350$3,920,0001.31%
Azimuth Capital Management LLC 646,950$17,451,0000.75%
CHILDRESS CAPITAL ADVISORS, LLC 42,100$1,135,0000.52%
Roof Eidam Maycock Peralta, LLC 37,600$1,014,0000.38%
Prism Advisors, Inc. 37,953$1,024,0000.36%
Lee Financial Co 51,300$1,384,0000.29%
CGN Advisors LLC 30,722$829,0000.26%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 217,103$5,856,0000.23%
SENTINEL PENSION ADVISORS INC 17,727$478,0000.17%
Peloton Wealth Strategists 9,200$248,0000.10%
View complete list of ISHARES TR shareholders