SMITH CHAS P & ASSOCIATES PA CPAS - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 390 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q4 2022
NameSharesValueWeighting ↓
Newman & Schimel, LLC 848,413$40,215,00019.34%
MARYLAND CAPITAL ADVISORS INC. 370,527$17,563,00018.53%
Campbell Wealth Management 2,280,073$108,075,00015.14%
Old North State Trust, LLC 325$15,414,00014.09%
Klaas Financial Asset Advisors, LLC 1,176,754$55,778,00013.83%
Opal Wealth Advisors, LLC 420,466$19,930,00013.18%
Prosperity Planning, Inc. 513,160$25,213,00012.88%
Buttonwood Financial Advisors Inc. 265,115$12,566,00011.34%
Courage Miller Partners, LLC 461,490$21,875,00010.39%
Oak Asset Management, LLC 461,490$21,875,00010.39%
View complete list of ISHARES TR shareholders