Kerntke Otto McGlone Wealth Management Group - 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
Kerntke Otto McGlone Wealth Management Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$232,928
+0.8%
9,125
+0.5%
0.24%
+6.2%
Q2 2023$231,000
+5.0%
9,079
+5.0%
0.23%0.0%
Q1 2023$220,000
+0.5%
8,645
+0.3%
0.23%
-10.3%
Q4 2022$219,0008,6230.25%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 98,747$2,515,0002.63%
Gateway Advisory, LLC 317,910$8,098,0002.20%
Praetorian Wealth Management, Inc. 203,316$5,178,0001.76%
SONATA CAPITAL GROUP INC 123,645$3,150,0001.39%
Virginia National Bank 38,560$982,0001.12%
SENTINEL PENSION ADVISORS INC 105,049$2,676,0000.91%
LEAVELL INVESTMENT MANAGEMENT, INC. 386,891$9,855,0000.68%
Paradiem, LLC 65,342$1,662,0000.54%
NORTHCAPE WEALTH MANAGEMENT, LLC 68,908$1,755,0000.51%
First Affirmative Financial Network 20,835$531,0000.51%
View complete list of ISHARES TR shareholders