HB Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 75 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
HB Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$251,350
-1.5%
10,1310.0%0.00%0.0%
Q2 2023$255,099
-1.4%
10,1310.0%0.00%0.0%
Q1 2023$258,644
+1.3%
10,1310.0%0.00%
-20.0%
Q4 2022$255,403
+2.2%
10,1310.0%0.01%0.0%
Q3 2022$250,000
-2.7%
10,1310.0%0.01%0.0%
Q2 2022$257,000
-0.4%
10,1310.0%0.01%0.0%
Q1 2022$258,000
-5.1%
10,1310.0%0.01%0.0%
Q4 2021$272,00010,1310.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 150,901$4,057,0001.38%
Azimuth Capital Management LLC 643,800$17,309,0000.74%
CHILDRESS CAPITAL ADVISORS, LLC 42,100$1,131,0000.46%
Roof Eidam Maycock Peralta, LLC 37,600$1,011,0000.37%
Prism Advisors, Inc. 37,953$1,020,0000.36%
SENTINEL PENSION ADVISORS INC 39,095$1,051,0000.36%
CGN Advisors LLC 32,549$875,0000.29%
Lee Financial Co 51,300$1,379,0000.28%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 254,151$6,833,0000.27%
Sound View Wealth Advisors Group, LLC 29,698$798,0000.17%
View complete list of ISHARES TR shareholders