Prism Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 142 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Prism Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$811,000
-0.1%
31,3210.0%0.33%
+6.2%
Q2 2022$812,000
-6.6%
31,321
-6.6%
0.31%
+5.8%
Q1 2022$869,000
-0.5%
33,5180.0%0.29%
+2.1%
Q4 2021$873,000
-0.6%
33,5180.0%0.28%
-8.9%
Q3 2021$878,000
-0.2%
33,5180.0%0.31%
+2.3%
Q2 2021$880,000
-0.3%
33,5180.0%0.31%
-4.1%
Q1 2021$883,000
-0.1%
33,5180.0%0.32%
-4.5%
Q4 2020$884,000
+30.2%
33,518
+30.9%
0.33%
+16.8%
Q3 2020$679,000
+0.3%
25,6090.0%0.29%
-5.6%
Q2 2020$677,000
+13.6%
25,609
+11.7%
0.30%
-21.1%
Q1 2020$596,000
+75.3%
22,929
+70.8%
0.38%
+93.9%
Q3 2018$340,00013,4240.20%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CORBETT ROAD CAPITAL MANAGEMENT, LLC 56,131$1,460,0002.08%
Gateway Advisory, LLC 230,762$6,002,0002.02%
LifeSteps Financial, Inc. 66,357$1,726,0001.99%
SONATA CAPITAL GROUP INC 59,806$1,556,0001.17%
Fusion Family Wealth LLC 164,619$4,282,0001.15%
SENTINEL PENSION ADVISORS INC 79,929$2,079,0001.01%
Paulson Wealth Management Inc. 40,651$1,058,0000.81%
MANAGED ACCOUNT SERVICES INC 63,675$1,631,0000.79%
Stonebridge Capital Advisors LLC 140,694$3,659,0000.77%
Ferris Capital, LLC 66,325$1,725,0000.76%
View complete list of ISHARES TR shareholders