Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 46 filers reported holding ISHARES TR in Q3 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 Q3 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 216,550$5,448,3981.68%
HENGEHOLD CAPITAL MANAGEMENT LLC 375,620$9,450,6001.25%
Heartwood Wealth Advisors LLC 200,451$5,043,3470.72%
Evergreen Wealth Solutions, LLC 20,612$518,6020.52%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 605,617$15,237,3240.50%
Royal Harbor Partners, LLC 40,697$1,023,9370.50%
Signature Wealth Management Group 39,740$999,8580.47%
Garden State Investment Advisory Services LLC 33,831$851,1690.34%
Gateway Advisory, LLC 57,836$1,455,1640.31%
CLIENT 1ST ADVISORY GROUP, LLC 21,912$551,3060.29%
View complete list of ISHARES TR shareholders