INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,202,400
+0.2%
47,486
+0.7%
0.36%
+0.6%
Q2 2023$2,199,090
-6.0%
47,150
-5.0%
0.36%
-7.0%
Q1 2023$2,339,39349,6110.38%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
MARYLAND CAPITAL ADVISORS INC. 355,009$17,903,00014.77%
Klaas Financial Asset Advisors, LLC 1,173,904$59,200,00013.37%
IRONWOOD WEALTH MANAGEMENT, INC. 372,528$18,787,00013.15%
Prosperity Planning, Inc. 513,160$25,879,00013.12%
Buttonwood Financial Advisors Inc. 247,738$12,493,00012.22%
Old North State Trust, LLC 322,018$16,239,00011.66%
Newman & Schimel, LLC 372,523$18,786,00010.66%
Campbell Wealth Management 1,529,742$77,145,0008.82%
Courage Miller Partners, LLC 453,486$22,869,0008.65%
Hudson Capital Management LLC 419,112$21,136,0007.66%
View complete list of ISHARES TR shareholders