Lantz Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 135 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lantz Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$437,0000.0%16,8690.0%0.23%
+15.2%
Q2 2022$437,000
-22.1%
16,869
-22.1%
0.20%
-13.6%
Q1 2022$561,000
-3.4%
21,645
-2.9%
0.23%
-14.9%
Q4 2021$581,000
-2.7%
22,289
-2.3%
0.27%
-12.4%
Q3 2021$597,000
-0.3%
22,8200.0%0.31%
-0.6%
Q2 2021$599,000
-0.3%
22,8200.0%0.31%
-9.9%
Q1 2021$601,000
-6.2%
22,820
-6.2%
0.34%
-14.5%
Q4 2020$641,00024,3360.40%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 223,760$5,849,0001.98%
Fusion Family Wealth LLC 193,220$5,051,0001.34%
MANAGED ACCOUNT SERVICES INC 65,166$1,706,0000.85%
Paulson Wealth Management Inc. 42,844$1,120,0000.84%
SONATA CAPITAL GROUP INC 47,406$1,239,0000.84%
Ferris Capital, LLC 82,068$2,145,0000.77%
Guidant Wealth Advisors 72,935$1,907,0000.71%
ALTERNA WEALTH MANAGEMENT, INC 21,396$559,0000.66%
Fieldpoint Private Securities, LLC 61,850$1,617,0000.59%
AllSquare Wealth Management LLC 29,290$766,0000.57%
View complete list of ISHARES TR shareholders