FORVIS Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$201,440
-1.4%
8,0000.0%0.01%
-14.3%
Q1 2023$204,240
+1.3%
8,0000.0%0.01%0.0%
Q4 2022$201,680
-0.7%
8,0000.0%0.01%
-12.5%
Q2 2022$203,000
-0.5%
8,0000.0%0.01%
-11.1%
Q1 2022$204,000
-5.1%
8,0000.0%0.01%0.0%
Q4 2021$215,0000.0%8,0000.0%0.01%
-10.0%
Q3 2021$215,000
-0.5%
8,0000.0%0.01%0.0%
Q2 2021$216,000
+0.5%
8,0000.0%0.01%
-9.1%
Q1 2021$215,000
-0.9%
8,0000.0%0.01%0.0%
Q4 2020$217,000
+0.9%
8,0000.0%0.01%
-15.4%
Q3 2020$215,000
+0.9%
8,0000.0%0.01%
-7.1%
Q2 2020$213,000
+3.4%
8,0000.0%0.01%
-17.6%
Q1 2020$206,000
-1.0%
8,0000.0%0.02%
+13.3%
Q4 2019$208,000
+0.5%
8,0000.0%0.02%
-11.8%
Q3 2019$207,000
+1.0%
8,0000.0%0.02%0.0%
Q2 2019$205,0008,0000.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 150,901$4,057,0001.38%
Azimuth Capital Management LLC 643,800$17,309,0000.74%
CHILDRESS CAPITAL ADVISORS, LLC 42,100$1,131,0000.46%
Roof Eidam Maycock Peralta, LLC 37,600$1,011,0000.37%
Prism Advisors, Inc. 37,953$1,020,0000.36%
SENTINEL PENSION ADVISORS INC 39,095$1,051,0000.36%
CGN Advisors LLC 32,549$875,0000.29%
Lee Financial Co 51,300$1,379,0000.28%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 254,151$6,833,0000.27%
Sound View Wealth Advisors Group, LLC 29,698$798,0000.17%
View complete list of ISHARES TR shareholders