Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 45 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$47,000
-2.1%
1,8860.0%0.02%
+4.3%
Q1 2022$48,0001,8860.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 447,431$12,181,0001.90%
Praetorian Wealth Management, Inc. 85,645$2,332,0000.79%
CGN Advisors LLC 32,888$895,0000.29%
Peloton Wealth Strategists 12,000$327,0000.13%
CONFLUENCE INVESTMENT MANAGEMENT LLC 240,582$6,550,0000.09%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 86,258$2,348,0000.09%
WRAPMANAGER INC 12,617$343,0000.09%
Archford Capital Strategies, LLC 10,588$288,0000.07%
CAPTRUST FINANCIAL ADVISORS 178,626$4,863,0000.04%
First National Bank of South Miami 1,642$45,0000.03%
View complete list of ISHARES TR shareholders