SMITH CHAS P & ASSOCIATES PA CPAS - 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
SMITH CHAS P & ASSOCIATES PA CPAS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$429
-99.9%
9,247
-2.9%
0.03%
-9.1%
Q2 2022$452,000
-28.3%
9,526
-23.8%
0.03%
-23.3%
Q4 2021$630,000
-1.7%
12,496
-0.5%
0.04%
-10.4%
Q3 2021$641,000
+41.8%
12,555
+42.4%
0.05%
+37.1%
Q2 2021$452,0008,8150.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Prosperity Planning, Inc. 653,645$30,316,04912.67%
Old North State Trust, LLC 349,372$16,20412.63%
Opal Wealth Advisors, LLC 425,145$19,718,22611.54%
MARYLAND CAPITAL ADVISORS INC. 284,699$13,204,34010.08%
Courage Miller Partners, LLC 505,997$23,468,1549.62%
Omega Financial Group, LLC 234,650$10,883,0815.32%
Acorns Advisers, LLC 8,228,082$381,6185.25%
Townsend & Associates, Inc 510,645$23,642,8704.99%
BLUESTEM FINANCIAL ADVISORS, LLC 167,739$7,779,7294.74%
IRON Financial LLC 169,602$7,866,1204.57%
View complete list of ISHARES TR shareholders