Prism Advisors, Inc. - ISHARES TR ownership

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ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 43 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Prism Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,094,623
-2.3%
44,7150.0%0.38%
+1.6%
Q2 2023$1,120,781
-1.6%
44,7150.0%0.38%
-4.6%
Q1 2023$1,138,444
+1.5%
44,7150.0%0.40%
-3.9%
Q4 2022$1,121,229
+2.8%
44,7150.0%0.41%
-6.6%
Q3 2022$1,091,000
-3.0%
44,7150.0%0.44%
+3.3%
Q2 2022$1,125,000
-1.1%
44,7150.0%0.43%
+11.8%
Q1 2022$1,137,000
-6.0%
44,7150.0%0.38%
-3.5%
Q4 2021$1,209,000
+0.1%
44,7150.0%0.40%
-8.4%
Q3 2021$1,208,000
-0.5%
44,7150.0%0.43%
+2.1%
Q2 2021$1,214,000
+3.3%
44,715
+2.5%
0.42%
-0.7%
Q1 2021$1,175,000
-1.3%
43,6080.0%0.42%
-5.6%
Q4 2020$1,191,000
+24.7%
43,608
+23.6%
0.45%
+11.7%
Q3 2020$955,000
+1.0%
35,2770.0%0.40%
-4.7%
Q2 2020$946,000
+11.7%
35,277
+8.4%
0.42%
-22.5%
Q1 2020$847,000
+109.1%
32,536
+109.2%
0.55%
+166.3%
Q4 2019$405,000–15,549–0.20%–
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Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 622,754$15,245,0182.25%
Envision Financial Planning, LLC 86,542$2,118,5452.10%
Praetorian Wealth Management, Inc. 226,637$5,548,0731.76%
Virginia National Bank 12,351$302,3521.38%
HENGEHOLD CAPITAL MANAGEMENT LLC 402,502$9,853,2491.29%
BLUE SQUARE ASSET MANAGEMENT, LLC 35,229$862,4060.64%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 55,040$1,3470.58%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 649,377$15,896,7490.55%
Granite Harbor Advisors, Inc. 27,404$670,8500.54%
Royal Harbor Partners, LLC 37,678$922,3570.48%
View complete list of ISHARES TR shareholders