Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$619
-43.6%
13
-72.3%
0.00%
-100.0%
Q2 2023$1,097
+48.8%
470.0%0.00%
-87.0%
Q1 2023$737
-30.1%
47
+2.2%
0.02%
+283.3%
Q4 2022$1,055
-99.8%
46
-80.0%
0.01%
-75.0%
Q3 2022$702,000
-2.9%
230
-2.1%
0.02%
+9.1%
Q2 2022$723,000
-2.4%
235
-2.1%
0.02%
+4.8%
Q1 2022$741,000
-4.1%
240
-4.0%
0.02%
+23.5%
Q4 2021$773,000
+1415.7%
250
+1566.7%
0.02%
-29.2%
Q3 2021$51,0000.0%150.0%0.02%
+33.3%
Q2 2021$51,000150.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders