WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$485,124,469
+13.1%
15,410,561
+19.2%
1.60%
-65.5%
Q2 2023$429,067,768
+19201.3%
12,923,728
+18689.1%
4.63%
+17692.3%
Q1 2023$2,223,003
-3.1%
68,783
-3.1%
0.03%
-13.3%
Q4 2022$2,293,279
+68.6%
70,977
+43.1%
0.03%
+57.9%
Q3 2022$1,360,000
+37.7%
49,586
+48.4%
0.02%
+35.7%
Q2 2022$988,000
+64.4%
33,410
+99.8%
0.01%
+75.0%
Q1 2022$601,00016,7250.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 149,650$5,634,0005.92%
Klaas Financial Asset Advisors, LLC 614,104$23,122,0004.99%
1900 WEALTH MANAGEMENT LLC 1,057,509$39,816,0004.65%
IronBridge Private Wealth, LLC 135,300$5,094,0003.76%
ATWOOD & PALMER INC 910,544$34,282,0003.68%
Armbruster Capital Management, Inc. 286,458$10,785,0003.62%
ATLAS CAPITAL ADVISORS LLC 283,932$10,690,039,0002.25%
MorganRosel Wealth Management, LLC 82,064$3,090,0002.17%
Kathmere Capital Management, LLC 249,617$9,398,0002.02%
Smart Money Group LLC 62,719$2,361,0001.99%
View complete list of ISHARES TR shareholders