Oak Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Oak Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$21,875,000
+7290.2%
461,490
+7527.9%
10.39%
+5702.2%
Q3 2018$296,000
-25.1%
6,050
-24.8%
0.18%
-33.7%
Q2 2018$395,000
-11.6%
8,050
-11.0%
0.27%
-21.7%
Q1 2018$447,000
-0.9%
9,0500.0%0.34%
+0.6%
Q4 2017$451,0009,0500.34%
Other shareholders
ISHARES TR shareholders Q3 2022
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