LVZ, 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
LVZ, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$471,360
-1.0%
10,163
+7.1%
0.08%
-56.6%
Q1 2017$476,000
-11.4%
9,488
-11.6%
0.18%
-17.8%
Q4 2016$537,000
-40.9%
10,733
-40.1%
0.21%
-42.9%
Q3 2016$908,000
-7.5%
17,927
+85.4%
0.37%
-14.6%
Q2 2016$982,000
+3.9%
9,668
+2.9%
0.44%
-1.6%
Q1 2016$945,000
+34.6%
9,391
+32.8%
0.44%
+11.8%
Q4 2015$702,0007,0730.40%
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