M Holdings Securities, Inc. - ISHARES TR ownership

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$383,000
-2.8%
15,936
-2.8%
0.04%
+5.0%
Q2 2022$394,000
-2.7%
16,393
-2.4%
0.04%
+29.0%
Q1 2022$405,00016,7930.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
KARLINSKI ANDREW C 65,729$1,578,0002.32%
Asset Dedication, LLC 315,287$7,568,0001.12%
Peloton Wealth Strategists 91,500$2,196,0001.07%
Northstar Group, Inc. 49,648$1,192,0000.34%
Klaas Financial Asset Advisors, LLC 40,659$976,0000.24%
COLTON GROOME FINANCIAL ADVISORS, LLC 15,200$365,0000.18%
Bellecapital International Ltd. 16,365$393,0000.11%
McLean Asset Management Corp 10,550$253,0000.10%
CHILDRESS CAPITAL ADVISORS, LLC 9,493$228,0000.09%
VALLEY NATIONAL ADVISERS INC 15,523$372,0000.08%
View complete list of ISHARES TR shareholders