Altium Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 51 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$232,000
-59.6%
9,137
-57.2%
0.02%
-54.1%
Q4 2021$574,000
+0.9%
21,367
+1.0%
0.04%
-9.8%
Q3 2021$569,000
+1.6%
21,148
+1.9%
0.04%0.0%
Q2 2021$560,000
+25.6%
20,747
+24.9%
0.04%
+13.9%
Q1 2021$446,000
-0.9%
16,6100.0%0.04%
-10.0%
Q4 2020$450,000
+0.7%
16,6100.0%0.04%
-13.0%
Q3 2020$447,00016,6100.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 177,963$4,539,0001.55%
Karp Capital Management Corp 259,072$6,608,0000.96%
Virginia National Bank 24,843$634,0000.72%
Azimuth Capital Management LLC 594,300$15,160,0000.65%
SENTINEL PENSION ADVISORS INC 39,211$1,000,0000.34%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 335,577$8,383,0000.34%
Roof Eidam Maycock Peralta, LLC 39,500$1,008,0000.33%
Prism Advisors, Inc. 37,496$956,0000.32%
CFS Investment Advisory Services, LLC 1,413,849$55,0000.24%
Lee Financial Co 51,300$1,309,0000.23%
View complete list of ISHARES TR shareholders