Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 20 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$368
-0.8%
14,3600.0%0.03%
-3.1%
Q2 2023$371
-0.3%
14,3600.0%0.03%
-5.9%
Q1 2023$372
+6.9%
14,360
+6.6%
0.03%
-2.9%
Q4 2022$348
-99.9%
13,4760.0%0.04%
-7.9%
Q3 2022$344,000
-2.5%
13,476
-1.0%
0.04%
-26.9%
Q2 2022$353,0000.0%13,6080.0%0.05%
+33.3%
Q1 2022$353,000
-3.0%
13,6080.0%0.04%
-11.4%
Q4 2021$364,000
-11.0%
13,608
-10.5%
0.04%
-18.5%
Q3 2021$409,000
-0.2%
15,1990.0%0.05%
-11.5%
Q2 2021$410,000
+69.4%
15,199
+70.4%
0.06%
+10.9%
Q1 2021$242,000
-45.7%
8,921
-45.8%
0.06%
-38.2%
Q4 2020$446,0000.0%16,4560.0%0.09%
-9.2%
Q3 2020$446,000
+137.2%
16,456
+136.1%
0.10%
+92.2%
Q2 2020$188,000
-38.2%
6,969
-40.2%
0.05%
-43.3%
Q1 2020$304,000
-22.4%
11,656
-21.5%
0.09%
-18.9%
Q4 2019$392,000
+109.6%
14,840
+108.7%
0.11%
+79.0%
Q3 2019$187,000
+62.6%
7,110
+62.6%
0.06%
+67.6%
Q2 2019$115,000
+23.7%
4,373
+22.0%
0.04%
+15.6%
Q1 2019$93,000
+520.0%
3,583
+533.0%
0.03%
+433.3%
Q4 2018$15,000
+200.0%
566
+163.3%
0.01%
+200.0%
Q3 2018$5,000
-70.6%
215
-67.2%
0.00%
-66.7%
Q2 2018$17,0006550.01%
Other shareholders
ISHARES TR shareholders Q3 2018
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