PBMares Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$258,000
-6.5%
7,0100.0%0.16%
+35.9%
Q4 2021$276,000
-4.5%
7,010
-8.0%
0.12%
-15.2%
Q3 2021$289,000
+17.5%
7,617
+19.5%
0.14%
+3.0%
Q2 2021$246,0006,3720.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
BRR OpCo, LLC 2,585,553$79,971,0009.50%
Integrity Financial Corp /WA 245,298$7,587,0007.21%
Retirement Planning Group, LLC 1,789,103$55,337,0006.83%
Richard P Slaughter Associates Inc 492,075$15,219,0006.68%
Allen Capital Group, LLC 849,757$26,283,0005.33%
Richard Bernstein Advisors LLC 7,712,137$238,536,0005.18%
Klaas Financial Asset Advisors, LLC 644,159$19,924,0004.94%
Abundance Wealth Counselors 539,400$16,684,0004.52%
MBA Advisors LLC 201,015$6,217,0004.27%
STRINGER ASSET MANAGEMENT, LLC 63,220$1,955,0004.19%
View complete list of ISHARES TR shareholders