LBMC INVESTMENT ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 117 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LBMC INVESTMENT ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,210,543
-1.9%
48,9900.0%0.13%
+6.6%
Q2 2023$1,233,568
-1.4%
48,9900.0%0.12%
-4.0%
Q1 2023$1,250,715
+403.7%
48,990
+397.4%
0.13%
+384.6%
Q4 2022$248,319
+2.2%
9,8500.0%0.03%
-7.1%
Q3 2022$243,0009,8500.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
FORVIS Wealth Advisors, LLC 8,000$205,0000.02%
CENTRAL TRUST Co 4,650$119,0000.01%
Asset Dedication, LLC 63$2,0000.00%
JANE STREET GROUP, LLC 11,406$292,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
JPMORGAN CHASE & CO 14,000$359,0000.00%
WELLS FARGO & COMPANY/MN 1,879$48,0000.00%
View complete list of ISHARES TR shareholders