AVANTAX ADVISORY SERVICES, INC. - 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
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$284,985
-17.8%
6,110
-16.9%
0.00%
-25.0%
Q1 2023$346,520
-2.0%
7,349
-3.5%
0.00%
-20.0%
Q4 2022$353,665
-5.9%
7,616
-6.7%
0.01%
-16.7%
Q3 2022$376,000
+12.6%
8,160
+15.6%
0.01%
+20.0%
Q2 2022$334,000
-5.6%
7,056
-4.0%
0.01%0.0%
Q1 2022$354,000
-5.1%
7,347
-0.5%
0.01%
-16.7%
Q4 2021$373,000
+6.3%
7,386
+8.2%
0.01%0.0%
Q3 2021$351,000
-9.1%
6,827
-8.6%
0.01%
-14.3%
Q2 2021$386,000
+35.4%
7,473
+34.5%
0.01%
+16.7%
Q1 2021$285,000
+11.3%
5,556
+11.8%
0.01%0.0%
Q4 2020$256,000
-48.6%
4,970
-48.6%
0.01%
-25.0%
Q3 2020$498,000
+134.9%
9,661
+134.2%
0.01%
+33.3%
Q2 2020$212,000
+2.4%
4,125
+0.6%
0.01%0.0%
Q1 2020$207,000
-1.9%
4,100
-2.1%
0.01%
+20.0%
Q4 2019$211,0004,1860.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders