Prism Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 2 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 317,663$8,234,0002.24%
Paradigm, Strategies in Wealth Management, LLC 70,824$1,836,0001.92%
SONATA CAPITAL GROUP INC 108,843$2,821,0001.24%
SENTINEL PENSION ADVISORS INC 97,721$2,533,0000.86%
Praetorian Wealth Management, Inc. 89,791$2,327,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 387,152$10,035,0000.69%
Paradiem, LLC 62,819$1,627,0000.53%
Virginia National Bank 17,045$442,0000.50%
Stonebridge Capital Advisors LLC 175,006$4,536,0000.49%
AllSquare Wealth Management LLC 29,290$759,0000.46%
View complete list of ISHARES TR shareholders