Signature Wealth Management Group - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 87 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Signature Wealth Management Group ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,422,871
+2.1%
56,508
+3.5%
0.66%
+0.3%
Q1 2023$1,393,606
+3.7%
54,587
+2.4%
0.66%
+0.6%
Q4 2022$1,344,273
+33.2%
53,323
+30.1%
0.66%
+28.1%
Q3 2022$1,009,000
+88.2%
40,981
+93.6%
0.51%
+96.6%
Q2 2022$536,00021,1670.26%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 160,616$4,316,0001.40%
Karp Capital Management Corp 240,639$6,467,0000.81%
Azimuth Capital Management LLC 630,800$16,953,0000.68%
CHILDRESS CAPITAL ADVISORS, LLC 42,100$1,131,0000.47%
SENTINEL PENSION ADVISORS INC 44,910$1,207,0000.38%
Roof Eidam Maycock Peralta, LLC 37,600$1,011,0000.34%
Prism Advisors, Inc. 37,953$1,020,0000.33%
CGN Advisors LLC 37,857$1,017,0000.26%
Lee Financial Co 51,300$1,379,0000.26%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 275,737$7,410,0000.26%
View complete list of ISHARES TR shareholders