StrategIQ Financial Group, LLC - 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
StrategIQ Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$295,232
-48.9%
6,330
-48.3%
0.03%
-49.3%
Q1 2023$577,405
+1.4%
12,245
-0.1%
0.07%
+1.5%
Q4 2022$569,244
-6.2%
12,258
-7.0%
0.07%
-14.3%
Q3 2022$607,000
-5.5%
13,174
-2.7%
0.08%
-1.3%
Q2 2022$642,000
-5.9%
13,541
-3.8%
0.08%
+5.4%
Q1 2022$682,000
-7.0%
14,081
-3.1%
0.07%
+1.4%
Q4 2021$733,000
-4.8%
14,531
-3.7%
0.07%
-52.3%
Q3 2021$770,000
-1.4%
15,083
-1.0%
0.15%
-0.6%
Q2 2021$781,000
-0.3%
15,231
-0.2%
0.15%
-6.7%
Q1 2021$783,000
-1.3%
15,258
-0.6%
0.16%
-6.8%
Q4 2020$793,000
-1.9%
15,347
-2.1%
0.18%
-12.8%
Q3 2020$808,000
-1.5%
15,670
-1.7%
0.20%
-8.1%
Q2 2020$820,000
-3.5%
15,937
-5.3%
0.22%
-16.0%
Q1 2020$850,000
-7.3%
16,837
-7.5%
0.26%
+11.0%
Q4 2019$917,000
-15.9%
18,199
-15.7%
0.24%
-23.1%
Q3 2019$1,090,000
+13.8%
21,583
+13.6%
0.31%
+11.2%
Q2 2019$958,000
+22.3%
19,004
+21.1%
0.28%
+14.9%
Q1 2019$783,000
+27.7%
15,697
+25.7%
0.24%
+14.8%
Q4 2018$613,000
+24.1%
12,486
+23.9%
0.21%
+33.8%
Q3 2018$494,000
+117.6%
10,074
+118.0%
0.16%
+101.3%
Q2 2018$227,0004,6220.08%
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