Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 151 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$283,628
+100477.3%
10,7090.0%0.02%
-4.8%
Q1 2024$282
-0.7%
10,7090.0%0.02%
-8.7%
Q4 2023$284
+1.1%
10,7090.0%0.02%
-4.2%
Q3 2023$281
-0.4%
10,7090.0%0.02%0.0%
Q2 2023$282
-0.7%
10,7090.0%0.02%
-7.7%
Q1 2023$284
+9.7%
10,709
+8.8%
0.03%0.0%
Q4 2022$259
-99.9%
9,8440.0%0.03%
-7.1%
Q3 2022$254,000
-2.7%
9,8440.0%0.03%
-28.2%
Q2 2022$261,000
-0.4%
9,8440.0%0.04%
+34.5%
Q1 2022$262,000
-4.4%
9,8440.0%0.03%
-12.1%
Q4 2021$274,000
-3.9%
9,844
-3.7%
0.03%
-13.2%
Q3 2021$285,0000.0%10,2170.0%0.04%
-9.5%
Q2 2021$285,000
+174.0%
10,217
+171.3%
0.04%
+82.6%
Q1 2021$104,000
-63.9%
3,766
-63.1%
0.02%
-59.6%
Q4 2020$288,000
+0.7%
10,2170.0%0.06%
-9.5%
Q3 2020$286,000
+460.8%
10,217
+449.6%
0.06%
+350.0%
Q2 2020$51,000
-72.0%
1,859
-72.4%
0.01%
-74.1%
Q1 2020$182,000
+3.4%
6,738
+4.2%
0.05%
+8.0%
Q4 2019$176,000
+633.3%
6,467
+612.2%
0.05%
+525.0%
Q3 2019$24,000
+242.9%
908
+226.6%
0.01%
+300.0%
Q2 2019$7,0002780.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 168,468$4,693,0001.52%
Gateway Advisory, LLC 178,920$4,985,0001.06%
SONATA CAPITAL GROUP INC 62,460$1,740,0000.73%
Paradigm, Strategies in Wealth Management, LLC 15,955$445,0000.45%
CHILDRESS CAPITAL ADVISORS, LLC 37,200$1,036,0000.43%
SENTINEL PENSION ADVISORS INC. 48,146$1,341,0000.42%
Roof Eidam Maycock Peralta, LLC 38,400$1,070,0000.36%
NORTHCAPE WEALTH MANAGEMENT, LLC 35,778$997,0000.34%
Peloton Wealth Strategists 28,000$780,0000.31%
Azimuth Capital Management LLC 255,400$7,115,0000.29%
View complete list of ISHARES TR shareholders