Stockman Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Stockman Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$834,126
-36.8%
35,746
-36.4%
0.18%
-35.2%
Q2 2023$1,320,093
-21.2%
56,246
-20.3%
0.28%
-24.1%
Q1 2023$1,675,623
+12.2%
70,612
+10.4%
0.37%
+9.0%
Q4 2022$1,492,90663,9360.34%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 255,622$6,774,0003.96%
CAPITAL ADVISORS INC/OK 3,695,265$97,925,0002.91%
4Thought Financial Group Inc. 123,623$3,276,0002.84%
Sound View Wealth Advisors Group, LLC 439,163$11,638,0002.43%
Peloton Wealth Strategists 203,200$5,385,0002.20%
SIGMA INVESTMENT COUNSELORS INC 1,041,658$27,604,0002.04%
Aptus Capital Advisors, LLC 2,974,280$78,818,0002.03%
Signature Wealth Management Group 124,847$3,308,0001.84%
Gateway Advisory, LLC 303,542$8,044,0001.67%
IRON Financial LLC 121,533$3,221,0001.54%
View complete list of ISHARES TR shareholders