Tradition Wealth Management, 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
Tradition Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$32
+100.0%
1,216
+98.4%
0.00%
+100.0%
Q2 2023$160.0%613
+0.3%
0.00%0.0%
Q1 2023$160.0%611
+0.3%
0.00%0.0%
Q4 2022$16
-99.9%
609
+0.5%
0.00%0.0%
Q3 2022$16,0000.0%606
+0.2%
0.00%0.0%
Q2 2022$16,0000.0%605
+0.2%
0.00%0.0%
Q1 2022$16,000
+14.3%
604
+20.1%
0.00%0.0%
Q4 2021$14,0000.0%503
+0.2%
0.00%0.0%
Q3 2021$14,0000.0%502
+0.2%
0.00%0.0%
Q2 2021$14,0000.0%501
+0.2%
0.00%0.0%
Q1 2021$14,0000.0%5000.0%0.00%
-33.3%
Q4 2020$14,0005000.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Virginia National Bank 17,647$460,2332.10%
Praetorian Wealth Management, Inc. 218,620$5,701,6091.81%
Envision Financial Planning, LLC 51,161$1,334,2731.32%
Newman Dignan & Sheerar, Inc. 138,956$3,623,9851.19%
Covington Investment Advisors Inc. 212,613$5,5451.18%
SONATA CAPITAL GROUP INC 62,460$1,6290.87%
COLONY GROUP LLC 2,201,352$57,4110.86%
BLUE SQUARE ASSET MANAGEMENT, LLC 42,254$1,101,9840.81%
PFG Private Wealth Management, LLC 41,558$1,083,8330.81%
Atwater Malick LLC 54,630$1,424,7500.63%
View complete list of ISHARES TR shareholders