Executive Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 126 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Executive Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$202,505
-16.1%
7,882
-15.9%
0.02%
-16.0%
Q2 2023$241,329
-0.1%
9,368
+0.3%
0.02%
-7.4%
Q1 2023$241,522
+0.7%
9,336
+0.2%
0.03%
-6.9%
Q4 2022$239,822
+1.6%
9,313
+3846.2%
0.03%
-12.1%
Q3 2022$236,000
-1.7%
236
-97.4%
0.03%
+3.1%
Q2 2022$240,000
-62.0%
9,254
-61.9%
0.03%
-52.9%
Q1 2022$631,000
-2.9%
24,280
+0.1%
0.07%
+4.6%
Q4 2021$650,000
-0.2%
24,252
+0.3%
0.06%
-9.7%
Q3 2021$651,000
-0.6%
24,189
-0.4%
0.07%0.0%
Q2 2021$655,0000.0%24,278
-0.1%
0.07%
-6.5%
Q1 2021$655,000
-0.9%
24,293
-0.6%
0.08%
-4.9%
Q4 2020$661,000
-2.1%
24,428
-2.0%
0.08%
-12.9%
Q3 2020$675,000
+0.7%
24,915
+0.3%
0.09%
-7.9%
Q2 2020$670,000
+3.6%
24,842
+0.3%
0.10%
-12.2%
Q1 2020$647,000
-0.9%
24,763
+0.2%
0.12%
+29.2%
Q4 2019$653,000
+32.5%
24,708
+31.6%
0.09%
+18.7%
Q3 2019$493,00018,7700.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 178,919$4,820,0001.63%
SONATA CAPITAL GROUP INC 96,054$2,588,0001.16%
Paradigm, Strategies in Wealth Management, LLC 38,608$1,040,0000.98%
SENTINEL PENSION ADVISORS INC 72,141$1,943,0000.66%
LEAVELL INVESTMENT MANAGEMENT, INC. 326,545$8,797,0000.66%
Gateway Advisory, LLC 105,030$2,830,0000.59%
Paradiem, LLC 61,475$1,651,0000.49%
Peloton Wealth Strategists 40,700$1,096,0000.45%
CHILDRESS CAPITAL ADVISORS, LLC 38,200$1,029,0000.42%
Roof Eidam Maycock Peralta, LLC 41,550$1,119,0000.41%
View complete list of ISHARES TR shareholders