Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$373,000
-21.0%
7,870
-19.1%
0.03%
-3.2%
Q1 2022$472,000
-5.2%
9,732
-1.3%
0.03%0.0%
Q4 2021$498,000
-0.4%
9,861
+0.7%
0.03%
-8.8%
Q3 2021$500,000
+18.5%
9,789
+18.8%
0.03%
+21.4%
Q2 2021$422,000
+3.4%
8,238
+3.5%
0.03%
-3.4%
Q1 2021$408,000
+76.6%
7,958
+257.8%
0.03%
+31.8%
Q2 2020$231,0002,2240.02%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 351,191$17,732,00010.84%
Divergent Wealth Advisors 632,455$31,933,0009.89%
Old North State Trust, LLC 269,362$13,600,0009.22%
BCM ADVISORS, LLC 365,872$18,473,0007.95%
Courage Miller Partners, LLC 267,996$13,531,0007.46%
Lee Financial Co 512,613$25,882,0005.82%
STERLING INVESTMENT ADVISORS LLC /ADV 127,871$6,456,0005.12%
ARKANSAS FINANCIAL GROUP, INC. 218,872$11,051,0003.92%
Abundance Wealth Counselors 239,263$12,080,0003.68%
Global Strategic Investment Solutions, LLC 186,005$9,391,0003.67%
View complete list of ISHARES TR shareholders