Royal Harbor Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 126 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$923,441
-9.3%
35,408
-8.4%
0.48%
-3.6%
Q2 2023$1,018,295
+20.5%
38,667
+21.8%
0.50%
+9.9%
Q1 2023$844,947
+4.3%
31,753
+3.3%
0.45%
-9.4%
Q4 2022$810,350
+52.0%
30,730
+49.6%
0.50%
+37.6%
Q3 2022$533,00020,5450.36%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
BLUE SQUARE ASSET MANAGEMENT, LLC 35,453$944,0002.03%
Gateway Advisory, LLC 172,493$4,593,0001.96%
Praetorian Wealth Management, Inc. 199,393$5,309,0001.95%
Virginia National Bank 27,802$740,0001.16%
SONATA CAPITAL GROUP INC 62,460$1,663,0000.86%
Newman Dignan & Sheerar, Inc. 89,220$2,376,0000.81%
WJ Wealth Management, LLC 33,972$904,0000.64%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 430,507$11,464,0000.48%
First Affirmative Financial Network 15,700$418,0000.48%
Covington Investment Advisors Inc. 70,374$1,874,0000.47%
View complete list of ISHARES TR shareholders