Bison Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$10,000
-65.5%
200
-64.6%
0.01%
-61.5%
Q3 2021$29,0000.0%5650.0%0.01%0.0%
Q2 2021$29,000
-81.4%
565
-81.4%
0.01%
-80.6%
Q1 2021$156,000
-27.8%
3,045
-27.2%
0.07%
-33.7%
Q4 2020$216,000
+0.5%
4,1800.0%0.10%
-19.8%
Q3 2020$215,000
+93.7%
4,180
+94.4%
0.13%
+80.0%
Q2 2020$111,000
+1010.0%
2,150
+975.0%
0.07%
+900.0%
Q1 2020$10,0000.0%2000.0%0.01%
+40.0%
Q4 2019$10,0002000.01%
Other shareholders
ISHARES TR shareholders Q2 2022
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