HENGEHOLD CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 83 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HENGEHOLD CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,152,237
-3.2%
374,938
-0.2%
1.19%
-4.8%
Q2 2023$9,450,600
-1.3%
375,620
+0.4%
1.25%
-4.9%
Q1 2023$9,579,904
+2.4%
374,215
+0.4%
1.32%
+1.4%
Q4 2022$9,355,818372,8161.30%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 216,550$5,448,3981.68%
HENGEHOLD CAPITAL MANAGEMENT LLC 375,620$9,450,6001.25%
Heartwood Wealth Advisors LLC 200,451$5,043,3470.72%
Evergreen Wealth Solutions, LLC 20,612$518,6020.52%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 605,617$15,237,3240.50%
Royal Harbor Partners, LLC 40,697$1,023,9370.50%
Signature Wealth Management Group 39,740$999,8580.47%
Garden State Investment Advisory Services LLC 33,831$851,1690.34%
Gateway Advisory, LLC 57,836$1,455,1640.31%
CLIENT 1ST ADVISORY GROUP, LLC 21,912$551,3060.29%
View complete list of ISHARES TR shareholders