WealthBridge Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 59 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthBridge Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$252,915
-6.8%
10,361
-3.9%
0.10%
-3.7%
Q2 2023$271,381
+2.3%
10,786
+4.1%
0.11%
+1.9%
Q1 2023$265,351
+19.2%
10,365
+16.8%
0.11%
+14.0%
Q4 2022$222,6648,8730.09%
Other shareholders
ISHARES TR shareholders Q4 2022
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