BEACON FINANCIAL GROUP - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 170 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BEACON FINANCIAL GROUP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$337
+0.6%
13,200
+0.3%
0.05%
+6.7%
Q2 2023$335
+0.3%
13,157
+0.3%
0.04%
-4.3%
Q1 2023$334
+0.9%
13,121
+0.4%
0.05%
+4.4%
Q4 2022$331
-99.9%
13,068
+0.2%
0.04%
-11.8%
Q3 2022$329,00013,0410.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Virginia National Bank 27,275$696,1943.18%
Paradigm, Strategies in Wealth Management, LLC 100,524$2,565,8751.64%
SONATA CAPITAL GROUP INC 119,565$3,0521.63%
Covington Investment Advisors Inc. 199,456$5,0911.08%
BLUE SQUARE ASSET MANAGEMENT, LLC 56,853$1,451,1731.07%
Praetorian Wealth Management, Inc. 125,631$3,206,7311.02%
Source Financial Advisors LLC 82,380$2,102,7500.71%
PFG Private Wealth Management, LLC 37,297$952,0060.71%
LEAVELL INVESTMENT MANAGEMENT, INC. 326,389$8,3310.58%
Atwater Malick LLC 47,527$1,213,1270.53%
View complete list of ISHARES TR shareholders