Private Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Private Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$275,000
+248.1%
5,678
+263.3%
0.06%
+264.7%
Q4 2021$79,000
+12.9%
1,563
+14.5%
0.02%
+6.2%
Q3 2021$70,0000.0%1,3650.0%0.02%0.0%
Q2 2021$70,0000.0%1,3650.0%0.02%
-5.9%
Q1 2021$70,000
-9.1%
1,365
-7.9%
0.02%
+21.4%
Q4 2020$77,000
-9.4%
1,482
-9.7%
0.01%
-22.2%
Q3 2020$85,0000.0%1,6420.0%0.02%0.0%
Q2 2020$85,000
+2.4%
1,6420.0%0.02%
-14.3%
Q1 2020$83,000
+1.2%
1,6420.0%0.02%
+23.5%
Q4 2019$82,000
-27.4%
1,642
-26.7%
0.02%
-15.0%
Q3 2019$113,000
+88.3%
2,240
+82.7%
0.02%
+42.9%
Q2 2019$60,000
-30.2%
1,226
-28.7%
0.01%
-12.5%
Q1 2019$86,000
-56.3%
1,720
-57.1%
0.02%
-61.9%
Q4 2018$197,000
+14.5%
4,013
+14.0%
0.04%
+23.5%
Q3 2018$172,0000.0%3,5190.0%0.03%
-8.1%
Q2 2018$172,000
-0.6%
3,519
+0.2%
0.04%
-5.1%
Q1 2018$173,000
+31.1%
3,512
+10.3%
0.04%
+25.8%
Q4 2017$132,0003,1840.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 575,285$29,379,00022.89%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 723,797$36,964,00014.67%
Old North State Trust, LLC 315,716$16,124,00014.37%
Klaas Financial Asset Advisors, LLC 1,132,457$57,835,00014.11%
IRONWOOD WEALTH MANAGEMENT, INC. 370,479$18,920,00014.03%
Wilshire Advisors LLC 101,857$5,202,00013.85%
Prosperity Planning, Inc. 476,736$24,347,00013.28%
Campbell Wealth Management 1,467,934$74,967,00010.04%
Hudson Capital Management LLC 426,906$21,802,0008.73%
Courage Miller Partners, LLC 410,648$20,972,0008.43%
View complete list of ISHARES TR shareholders