Kathmere Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 159 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kathmere Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,723,135
+888.2%
106,685
+886.8%
0.40%
+837.2%
Q2 2023$275,577
+26.7%
10,811
+26.4%
0.04%
+19.4%
Q1 2023$217,516
-49.7%
8,554
-49.9%
0.04%
-2.7%
Q4 2022$432,738
+102.2%
17,060
+100.8%
0.04%
-14.0%
Q3 2022$214,000
-0.9%
8,496
+0.3%
0.04%
+7.5%
Q2 2022$216,000
+0.5%
8,470
+0.3%
0.04%
+8.1%
Q1 2022$215,000
-1.8%
8,448
+0.2%
0.04%
-2.6%
Q4 2021$219,000
+0.5%
8,434
+0.4%
0.04%
-5.0%
Q3 2021$218,000
-0.5%
8,403
+0.3%
0.04%
-4.8%
Q2 2021$219,0000.0%8,381
+0.3%
0.04%
-2.3%
Q1 2021$219,000
+0.5%
8,358
+0.2%
0.04%
-8.5%
Q4 2020$218,0000.0%8,340
+0.4%
0.05%
-13.0%
Q3 2020$218,000
+0.5%
8,305
+0.4%
0.05%
-14.3%
Q2 2020$217,000
+2.8%
8,275
+0.4%
0.06%
-18.2%
Q1 2020$211,000
-0.5%
8,243
+0.3%
0.08%
+1.3%
Q4 2019$212,0008,2220.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 126,548$3,326,0001.47%
Gateway Advisory, LLC 191,477$5,032,0001.18%
SONATA CAPITAL GROUP INC 61,706$1,622,0000.95%
SENTINEL PENSION ADVISORS INC 91,235$2,398,0000.93%
Paulson Wealth Management Inc. 42,328$1,112,0000.72%
LEAVELL INVESTMENT MANAGEMENT, INC. 288,951$7,594,0000.66%
ALTERNA WEALTH MANAGEMENT, INC 14,168$372,0000.54%
Stonebridge Capital Advisors LLC 94,988$2,496,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,096,0000.43%
Peloton Wealth Strategists 28,200$741,0000.42%
View complete list of ISHARES TR shareholders