Rice Partnership, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 43 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Rice Partnership, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$282,543
-7.9%
6,862
-3.7%
0.08%
-4.8%
Q2 2023$306,874
+14.5%
7,125
+16.4%
0.08%
+5.0%
Q1 2023$268,056
+8.6%
6,120
+6.0%
0.08%
+2.6%
Q4 2022$246,853
+11.2%
5,773
+9.7%
0.08%
+9.9%
Q3 2022$222,000
-1.8%
5,264
+4.3%
0.07%
-10.1%
Q2 2022$226,000
+60.3%
5,045
+69.8%
0.08%
+92.7%
Q1 2022$141,000
+2.2%
2,971
+8.5%
0.04%
+5.1%
Q4 2021$138,000
+2.2%
2,739
+3.7%
0.04%
-9.3%
Q3 2021$135,000
+10.7%
2,641
+11.6%
0.04%
+13.2%
Q2 2021$122,000
+1.7%
2,366
+0.7%
0.04%
-11.6%
Q1 2021$120,0002,3490.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Cardinal Strategic Wealth Guidance 225,362$11,803,0007.01%
Demars Financial Group, LLC 115,601$6,055,0004.28%
Destination Wealth Management 330,152$17,292,0000.75%
Birchcreek Wealth Management, LLC 3,066$160,0000.16%
D.A. DAVIDSON & CO. 156,314$8,187,0000.12%
Columbus Macro, LLC 7,077$371,0000.11%
J.W. COLE ADVISORS, INC. 13,359$700,0000.07%
RFG Advisory, LLC 8,963$467,0000.06%
WealthShield Partners, LLC 5,730$300,0000.06%
DAVIDSON INVESTMENT ADVISORS 9,731$510,0000.05%
View complete list of ISHARES TR shareholders