RAYMOND JAMES TRUST N.A. - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$781,458
+103817.3%
16,849
+4.5%
0.02%
+4.5%
Q2 2023$752
+7.3%
16,118
+8.4%
0.02%0.0%
Q1 2023$701
-5.5%
14,864
-7.0%
0.02%
-12.0%
Q4 2022$742
-99.9%
15,984
-27.7%
0.02%
-34.2%
Q3 2022$1,020,000
-74.3%
22,119
-73.5%
0.04%
-73.2%
Q2 2022$3,964,000
-42.6%
83,618
-41.3%
0.14%
-33.0%
Q1 2022$6,904,000
-9.9%
142,471
-6.3%
0.21%
-7.0%
Q4 2021$7,665,000
+18.7%
152,003
+20.3%
0.23%
+6.0%
Q3 2021$6,455,000
+5.5%
126,398
+5.9%
0.22%
+5.9%
Q2 2021$6,120,000
+9.9%
119,312
+9.9%
0.20%
+4.6%
Q1 2021$5,569,000
-25.4%
108,588
-24.9%
0.19%
-31.9%
Q4 2020$7,461,000
+0.8%
144,497
+0.6%
0.28%
-10.7%
Q3 2020$7,405,000
+3.7%
143,662
+3.6%
0.32%
-7.5%
Q2 2020$7,139,000
-16.2%
138,693
-17.8%
0.34%
-31.5%
Q1 2020$8,519,000
+10.1%
168,704
+9.9%
0.50%
+36.6%
Q4 2019$7,735,000
+240.7%
153,471
+241.5%
0.37%
+215.4%
Q3 2019$2,270,000
+20.1%
44,943
+19.9%
0.12%
+12.5%
Q2 2019$1,890,000
+0.4%
37,474
-0.7%
0.10%
-4.6%
Q1 2019$1,883,000
-32.5%
37,754
-33.6%
0.11%
-39.1%
Q4 2018$2,789,000
-1.3%
56,839
-1.5%
0.18%
+12.6%
Q3 2018$2,827,000
+44.2%
57,701
+44.5%
0.16%
+33.6%
Q2 2018$1,961,00039,9440.12%
Other shareholders
ISHARES TR shareholders Q3 2020
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