FORTE ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FORTE ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$911,904
-0.4%
35,4000.0%0.59%
-2.3%
Q1 2023$915,798
+0.5%
35,4000.0%0.60%
+1.9%
Q4 2022$911,550
+0.9%
35,4000.0%0.59%
-0.8%
Q3 2022$903,000
-1.8%
35,4000.0%0.60%
-6.0%
Q2 2022$920,00035,4000.64%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 183,939$4,932,0001.60%
SONATA CAPITAL GROUP INC 108,500$2,909,0001.22%
Paradigm, Strategies in Wealth Management, LLC 39,724$1,065,0001.08%
Gateway Advisory, LLC 182,522$4,894,0001.04%
SENTINEL PENSION ADVISORS INC 96,629$2,591,0000.82%
LEAVELL INVESTMENT MANAGEMENT, INC. 336,835$9,032,0000.60%
NORTHCAPE WEALTH MANAGEMENT, LLC 59,517$1,596,0000.54%
Paradiem, LLC 61,475$1,625,0000.53%
CHILDRESS CAPITAL ADVISORS, LLC 38,200$1,024,0000.42%
Peloton Wealth Strategists 36,700$984,0000.39%
View complete list of ISHARES TR shareholders