OGOREK ANTHONY JOSEPH /NY/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 112 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$180.0%746
+0.5%
0.01%0.0%
Q1 2024$180.0%7420.0%0.01%
-14.3%
Q4 2023$180.0%7420.0%0.01%0.0%
Q3 2023$180.0%7420.0%0.01%0.0%
Q2 2023$187420.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 516,150$12,991,0002.14%
Praetorian Wealth Management, Inc. 171,826$4,324,0001.59%
Virginia National Bank 12,351$311,0000.49%
Prism Advisors, Inc. 44,715$1,125,0000.43%
Fortune 45 LLC 9,770$245,0000.28%
Roof Eidam Maycock Peralta, LLC 28,350$714,0000.26%
Cornell Pochily Investment Advisors, Inc. 17,973$452,0000.20%
Signature Wealth Management Group 15,258$384,0000.19%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 159,780$4,022,0000.17%
Peloton Wealth Strategists 10,000$252,0000.12%
View complete list of ISHARES TR shareholders