OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$139,140
-0.6%
3,0000.0%0.07%
+2.9%
Q2 2023$139,920
-1.1%
3,0000.0%0.07%
-6.8%
Q1 2023$141,465
-39.1%
3,000
-40.0%
0.07%
-41.3%
Q4 2022$232,200
-16.2%
5,000
-16.7%
0.13%
-15.4%
Q3 2022$277,000
-2.5%
6,0000.0%0.15%
+4.9%
Q2 2022$284,000
+46.4%
6,000
+50.0%
0.14%
+73.2%
Q1 2022$194,000
-10.6%
4,000
-7.0%
0.08%
-2.4%
Q4 2021$217,000
-1.4%
4,3000.0%0.08%
-9.7%
Q3 2021$220,000
-61.7%
4,300
-61.6%
0.09%
-48.0%
Q2 2021$574,000
-28.2%
11,200
-28.2%
0.18%
-23.5%
Q1 2021$800,000
-2.9%
15,600
-2.2%
0.23%
-6.4%
Q4 2020$824,000
+21.5%
15,950
+21.3%
0.25%
+9.6%
Q3 2020$678,000
+9.4%
13,150
+9.1%
0.23%
+5.6%
Q2 2020$620,000
+15.2%
12,050
+13.1%
0.22%
-2.3%
Q1 2020$538,000
+0.2%
10,6500.0%0.22%
+39.0%
Q4 2019$537,000
+176.8%
10,650
+176.6%
0.16%
+160.7%
Q3 2019$194,0003,8500.06%
Other shareholders
ISHARES TR shareholders Q2 2021
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%
Providence First Trust Co 90,210$4,650,0004.55%
View complete list of ISHARES TR shareholders