B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 135 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,223,000
-5.3%
47,203
-5.2%
0.04%
-31.5%
Q2 2022$1,291,000
+19.6%
49,808
+19.7%
0.05%
+54.3%
Q1 2022$1,079,000
+94.4%
41,613
+95.7%
0.04%
+118.8%
Q4 2021$555,00021,2620.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 223,760$5,849,0001.98%
Fusion Family Wealth LLC 193,220$5,051,0001.34%
MANAGED ACCOUNT SERVICES INC 65,166$1,706,0000.85%
Paulson Wealth Management Inc. 42,844$1,120,0000.84%
SONATA CAPITAL GROUP INC 47,406$1,239,0000.84%
Ferris Capital, LLC 82,068$2,145,0000.77%
Guidant Wealth Advisors 72,935$1,907,0000.71%
ALTERNA WEALTH MANAGEMENT, INC 21,396$559,0000.66%
Fieldpoint Private Securities, LLC 61,850$1,617,0000.59%
AllSquare Wealth Management LLC 29,290$766,0000.57%
View complete list of ISHARES TR shareholders