Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$246,834
-10.0%
5,322
-9.5%
0.01%
-9.1%
Q2 2023$274,243
-58.7%
5,880
-58.2%
0.01%
-59.3%
Q1 2023$663,848
-88.9%
14,078
-89.1%
0.03%
-88.7%
Q4 2022$5,994,104
-3.8%
129,072
-4.5%
0.24%
-15.3%
Q3 2022$6,230,000135,1400.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders