SRS Capital Advisors, 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
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,058
+66.0%
389
+67.0%
0.00%
+100.0%
Q2 2023$10,877
+100.3%
233
+102.6%
0.00%0.0%
Q1 2023$5,429
+81.0%
115
+76.9%
0.00%0.0%
Q3 2019$3,0000.0%650.0%0.00%0.0%
Q2 2019$3,000650.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Prosperity Planning, Inc. 653,645$30,316,04912.67%
Old North State Trust, LLC 349,372$16,20412.63%
Opal Wealth Advisors, LLC 425,145$19,718,22611.54%
MARYLAND CAPITAL ADVISORS INC. 284,699$13,204,34010.08%
Courage Miller Partners, LLC 505,997$23,468,1549.62%
Omega Financial Group, LLC 234,650$10,883,0815.32%
Acorns Advisers, LLC 8,228,082$381,6185.25%
Townsend & Associates, Inc 510,645$23,642,8704.99%
BLUESTEM FINANCIAL ADVISORS, LLC 167,739$7,779,7294.74%
IRON Financial LLC 169,602$7,866,1204.57%
View complete list of ISHARES TR shareholders