Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 126 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,757,091
+0.5%
67,9200.0%0.30%
+1.0%
Q4 2022$1,748,940
+1.0%
67,9200.0%0.30%
-8.0%
Q3 2022$1,732,000
+14.4%
67,920
+16.6%
0.32%
+16.5%
Q2 2022$1,514,00058,2500.28%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 183,939$4,932,0001.60%
SONATA CAPITAL GROUP INC 108,500$2,909,0001.22%
Paradigm, Strategies in Wealth Management, LLC 39,724$1,065,0001.08%
Gateway Advisory, LLC 182,522$4,894,0001.04%
SENTINEL PENSION ADVISORS INC 96,629$2,591,0000.82%
LEAVELL INVESTMENT MANAGEMENT, INC. 336,835$9,032,0000.60%
NORTHCAPE WEALTH MANAGEMENT, LLC 59,517$1,596,0000.54%
Paradiem, LLC 61,475$1,625,0000.53%
CHILDRESS CAPITAL ADVISORS, LLC 38,200$1,024,0000.42%
Peloton Wealth Strategists 36,700$984,0000.39%
View complete list of ISHARES TR shareholders