Signature Wealth Management Group - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 72 filers reported holding ISHARES TR in Q2 2023. 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$999,858
+7.1%
39,740
+8.9%
0.47%
+5.2%
Q1 2023$933,914
+8.2%
36,481
+6.1%
0.44%
+5.0%
Q4 2022$862,842
+163.1%
34,383
+153.6%
0.42%
+152.7%
Q3 2022$328,00013,5560.17%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 447,431$12,181,0001.90%
Praetorian Wealth Management, Inc. 85,645$2,332,0000.79%
CGN Advisors LLC 32,888$895,0000.29%
Peloton Wealth Strategists 12,000$327,0000.13%
CONFLUENCE INVESTMENT MANAGEMENT LLC 240,582$6,550,0000.09%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 86,258$2,348,0000.09%
WRAPMANAGER INC 12,617$343,0000.09%
Archford Capital Strategies, LLC 10,588$288,0000.07%
CAPTRUST FINANCIAL ADVISORS 178,626$4,863,0000.04%
First National Bank of South Miami 1,642$45,0000.03%
View complete list of ISHARES TR shareholders