Signature Wealth Management Group - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 83 filers reported holding ISHARES TR in Q3 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 Q3 2023
NameSharesValueWeighting ↓
Envision Financial Planning, LLC 110,358$2,693,8452.67%
Praetorian Wealth Management, Inc. 216,100$5,275,0011.68%
HENGEHOLD CAPITAL MANAGEMENT LLC 374,938$9,152,2371.19%
Heartwood Wealth Advisors LLC 206,216$5,033,7330.74%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 633,652$15,467,4450.54%
Royal Harbor Partners, LLC 37,113$905,9280.47%
Garden State Investment Advisory Services LLC 38,524$940,3700.43%
Evergreen Wealth Solutions, LLC 16,497$402,6910.41%
Kathmere Capital Management, LLC 107,119$2,614,7750.39%
Hills Bank & Trust Co 121,532$2,966,5960.34%
View complete list of ISHARES TR shareholders