Signature Wealth Management Group - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 159 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Signature Wealth Management Group ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$884,070
+10.5%
34,683
+10.2%
0.41%
+8.4%
Q1 2023$800,206
+6.2%
31,467
+5.9%
0.38%
+3.0%
Q4 2022$753,503
+25.6%
29,724
+25.0%
0.37%
+21.0%
Q3 2022$600,000
+96.1%
23,777
+98.3%
0.30%
+104.7%
Q2 2022$306,00011,9920.15%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Virginia National Bank 27,385$696,4002.45%
Paradigm, Strategies in Wealth Management, LLC 108,465$2,758,2652.17%
SONATA CAPITAL GROUP INC 120,715$3,0701.66%
Praetorian Wealth Management, Inc. 187,278$4,762,4791.55%
Waterford Advisors, LLC 101,520$2,5821.40%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 105,499$2,6831.21%
Covington Investment Advisors Inc. 183,721$4,6721.05%
Newman Dignan & Sheerar, Inc. 123,699$3,145,6611.01%
BLUE SQUARE ASSET MANAGEMENT, LLC 54,964$1,397,7350.92%
SENTINEL PENSION ADVISORS INC 125,522$3,190,7710.81%
View complete list of ISHARES TR shareholders