EXENCIAL WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$382,000
-1.5%
8,278
+1.1%
0.02%
+4.5%
Q2 2022$388,000
-0.8%
8,187
+1.5%
0.02%
+10.0%
Q1 2022$391,000
-1.0%
8,064
+2.9%
0.02%
+5.3%
Q4 2021$395,000
-53.6%
7,833
-52.8%
0.02%
-58.7%
Q2 2021$851,000
-3.0%
16,591
-2.9%
0.05%
-11.5%
Q1 2021$877,000
-0.7%
17,091
-0.0%
0.05%
-13.3%
Q4 2020$883,000
-5.3%
17,093
-5.5%
0.06%
+22.4%
Q3 2020$932,000
+0.2%
18,079
+0.0%
0.05%
-39.5%
Q2 2020$930,000
+1.9%
18,076
+0.0%
0.08%
-50.3%
Q1 2020$913,000
+0.2%
18,071
+0.0%
0.16%
+3.2%
Q4 2019$911,000
-5.3%
18,069
-5.2%
0.16%
-23.7%
Q3 2019$962,000
+0.1%
19,056
+0.0%
0.21%
-7.6%
Q2 2019$961,000
+1.2%
19,0480.0%0.22%
-0.9%
Q1 2019$950,00019,0480.23%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 28,032$2,809,0002.90%
NORTHWEST INVESTMENT COUNSELORS, LLC 28,553$2,861,0001.83%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,183,936$118,618,0000.89%
PHILLIPS FINANCIAL MANAGEMENT, LLC 22,740$2,281,0000.65%
ENVESTNET ASSET MANAGEMENT INC 585,912$58,703,0000.60%
Towercrest Capital Management 3,662$367,0000.42%
Homrich & Berg 38,427$3,850,0000.39%
LADENBURG THALMANN FINANCIAL SERVICES INC. 113,195$11,341,0000.25%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 4,265$427,310,0000.20%
COBIZ WEALTH, LLC 7,734$775,0000.18%
View complete list of ISHARES TR shareholders