Independent Advisor Alliance - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 241 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$388,713
+0.1%
8,334
+1.2%
0.02%
-10.5%
Q1 2023$388,322
-0.9%
8,235
+6.0%
0.02%
+11.8%
Q4 2019$392,000
-14.2%
7,768
-14.9%
0.02%
-76.4%
Q1 2017$457,0009,1300.07%
Other shareholders
ISHARES TR shareholders Q4 2019
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