PARK AVENUE SECURITIES LLC - 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
PARK AVENUE SECURITIES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$964
+1.0%
20,788
+1.7%
0.02%0.0%
Q2 2023$954
-8.9%
20,444
-8.0%
0.02%
-16.7%
Q1 2023$1,047
-99.9%
22,211
-12.7%
0.02%
-14.3%
Q4 2022$1,181,000
-99.6%
25,428
+337.7%
0.02%
+320.0%
Q3 2022$268,000,000
+98068.5%
5,809
+0.9%
0.01%0.0%
Q2 2022$273,000
-12.2%
5,760
-10.2%
0.01%0.0%
Q1 2022$311,000
-99.9%
6,413
-7.7%
0.01%
-16.7%
Q4 2021$350,000,000
+97665.4%
6,948
-0.8%
0.01%
-14.3%
Q3 2021$358,000
-0.6%
7,003
-0.2%
0.01%
-12.5%
Q2 2021$360,000
+1.7%
7,017
+1.7%
0.01%
-11.1%
Q1 2021$354,000
+35.6%
6,901
+36.1%
0.01%0.0%
Q3 2020$261,000
+1.6%
5,072
+1.8%
0.01%
-10.0%
Q2 2020$257,000
-0.8%
4,984
-2.8%
0.01%
-54.5%
Q1 2020$259,000
-37.4%
5,130
-37.5%
0.02%
+29.4%
Q4 2019$414,000
-1.4%
8,211
-1.4%
0.02%
-15.0%
Q3 2019$420,000
-11.9%
8,328
-12.0%
0.02%
-62.3%
Q2 2019$477,000
+10.7%
9,460
+9.1%
0.05%
+120.8%
Q1 2019$431,000
+7.5%
8,674
+6.3%
0.02%
-61.3%
Q4 2018$401,000
-2.2%
8,160
-2.7%
0.06%
-6.1%
Q3 2018$410,000
+13.6%
8,389
+13.7%
0.07%
+3.1%
Q2 2018$361,000
+13.2%
7,375
+13.8%
0.06%
-9.9%
Q1 2018$319,0006,4800.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 575,285$29,379,00022.89%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 723,797$36,964,00014.67%
Old North State Trust, LLC 315,716$16,124,00014.37%
Klaas Financial Asset Advisors, LLC 1,132,457$57,835,00014.11%
IRONWOOD WEALTH MANAGEMENT, INC. 370,479$18,920,00014.03%
Wilshire Advisors LLC 101,857$5,202,00013.85%
Prosperity Planning, Inc. 476,736$24,347,00013.28%
Campbell Wealth Management 1,467,934$74,967,00010.04%
Hudson Capital Management LLC 426,906$21,802,0008.73%
Courage Miller Partners, LLC 410,648$20,972,0008.43%
View complete list of ISHARES TR shareholders