PGIM Custom Harvest LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 160 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PGIM Custom Harvest LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$289,516
+0.4%
11,1160.0%0.01%
-14.3%
Q1 2024$288,460
-23.1%
11,116
-23.1%
0.01%
-36.4%
Q4 2023$374,870
-16.7%
14,457
-17.5%
0.01%
-35.3%
Q3 2023$450,217
+54.5%
17,525
+54.9%
0.02%
+54.5%
Q2 2023$291,397
+35.5%
11,312
+36.1%
0.01%
+22.2%
Q1 2023$215,0578,3130.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Roof Eidam Maycock Peralta, LLC 42,700$1,108,0000.44%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,771$435,0000.29%
Covington Investment Advisors Inc. 28,140$731,0000.25%
WRAPMANAGER INC 22,185$576,0000.19%
MANAGED ACCOUNT SERVICES INC 8,029$207,0000.12%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 49,419$1,283,0000.10%
Ausdal Financial Partners, Inc. 9,098$236,0000.10%
Stonebridge Capital Advisors LLC 17,416$452,0000.08%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 28,995$753,0000.08%
WealthBridge Capital Management, LLC 4,700$122,0000.08%
View complete list of ISHARES TR shareholders