Altium Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 31 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$353,000
-44.8%
13,266
-44.6%
0.02%
-39.0%
Q1 2022$639,000
+1.6%
23,966
+6.2%
0.04%0.0%
Q4 2021$629,000
-0.3%
22,5700.0%0.04%
-8.9%
Q3 2021$631,000
+1.1%
22,570
+1.3%
0.04%
-2.2%
Q2 2021$624,000
-2.8%
22,270
-3.1%
0.05%
-9.8%
Q1 2021$642,000
-9.1%
22,984
-8.3%
0.05%
-17.7%
Q4 2020$706,000
-11.8%
25,055
-12.0%
0.06%
-25.3%
Q3 2020$800,000
+1.3%
28,461
+0.4%
0.08%
-6.7%
Q2 2020$790,000
+0.8%
28,342
-2.3%
0.09%
-16.8%
Q1 2020$784,000
-0.5%
29,0050.0%0.11%
+13.8%
Q4 2019$788,000
-12.1%
29,005
-12.4%
0.09%
-22.3%
Q3 2019$896,000
+20.8%
33,096
+20.0%
0.12%
+12.0%
Q2 2019$742,00027,5740.11%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 182,427$4,728,0001.77%
Virginia National Bank 17,630$457,0001.46%
Gateway Advisory, LLC 161,340$4,182,0001.04%
WJ Wealth Management, LLC 56,013$1,452,0000.91%
SONATA CAPITAL GROUP INC 62,460$1,619,0000.89%
Salomon & Ludwin, LLC 227,150$5,888,0000.88%
BLUE SQUARE ASSET MANAGEMENT, LLC 43,843$1,136,0000.77%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 500,296$12,968,0000.56%
Covington Investment Advisors Inc. 79,774$2,068,0000.54%
Signature Wealth Management Group 40,247$1,043,0000.53%
View complete list of ISHARES TR shareholders