Sunesis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sunesis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,430,730
-1.6%
30,8480.0%1.02%
-3.1%
Q1 2023$1,454,637
+4.5%
30,848
+2.9%
1.05%
+17.5%
Q4 2022$1,392,503
+0.8%
29,9850.0%0.89%
-6.3%
Q3 2022$1,382,000
-2.7%
29,9850.0%0.95%
+3.0%
Q2 2022$1,421,00029,9850.92%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Newman & Schimel, LLC 814,669$37,833,24517.09%
MARYLAND CAPITAL ADVISORS INC. 332,590$15,445,48014.42%
Prosperity Planning, Inc. 529,320$26,451,01013.07%
Buttonwood Financial Advisors Inc. 277,755$12,898,95710.86%
Opal Wealth Advisors, LLC 394,644$18,327,26710.11%
Old North State Trust, LLC 327,216$15,1969.99%
Courage Miller Partners, LLC 445,031$20,667,2539.52%
Boyd Wealth Management, LLC 243,763$11,320,3548.31%
CAPITAL INSIGHT PARTNERS, LLC 622,310$28,900,0767.49%
Onyx Bridge Wealth Group LLC 369,850$17,323,7887.05%
View complete list of ISHARES TR shareholders