Mariner, LLC - 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
Mariner, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$295,983
-21.6%
11,930
-20.5%
0.00%0.0%
Q2 2023$377,675
+133354.1%
14,999
+35.2%
0.00%0.0%
Q1 2023$283
-1.7%
11,098
-2.9%
0.00%0.0%
Q4 2022$288
-99.9%
11,427
+16.7%
0.00%0.0%
Q3 2022$241,000
-26.5%
9,789
-19.8%
0.00%
-50.0%
Q1 2021$328,000
-0.9%
12,2130.0%0.00%
-33.3%
Q4 2020$331,000
+0.6%
12,2130.0%0.00%0.0%
Q3 2020$329,000
+21.4%
12,213
+20.0%
0.00%0.0%
Q2 2020$271,00010,1750.00%
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