Royal Harbor Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 82 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Royal Harbor Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$922,357
-8.9%
37,678
-6.7%
0.48%
-3.2%
Q2 2023$1,012,325
+22.9%
40,388
+24.8%
0.50%
+12.2%
Q1 2023$823,860
+0.4%
32,359
-1.1%
0.44%
-12.8%
Q4 2022$820,304
+57.4%
32,714
+53.1%
0.51%
+42.4%
Q3 2022$521,00021,3640.36%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 622,754$15,245,0182.25%
Envision Financial Planning, LLC 86,542$2,118,5452.10%
Praetorian Wealth Management, Inc. 226,637$5,548,0731.76%
Virginia National Bank 12,351$302,3521.38%
HENGEHOLD CAPITAL MANAGEMENT LLC 402,502$9,853,2491.29%
BLUE SQUARE ASSET MANAGEMENT, LLC 35,229$862,4060.64%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 55,040$1,3470.58%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 649,377$15,896,7490.55%
Granite Harbor Advisors, Inc. 27,404$670,8500.54%
Royal Harbor Partners, LLC 37,678$922,3570.48%
View complete list of ISHARES TR shareholders