Kelman-Lazarov, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$312,416
-32.6%
6,736
-32.2%
0.07%
-33.3%
Q2 2023$463,602
-1.1%
9,9400.0%0.11%
-9.0%
Q1 2023$468,7219,9400.12%
Other shareholders
ISHARES TR shareholders Q1 2023
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