Sunesis Advisors, LLC - 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
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 Q3 2023
NameSharesValueWeighting ↓
Prosperity Planning, Inc. 653,645$30,316,04912.67%
Old North State Trust, LLC 349,372$16,20412.63%
Opal Wealth Advisors, LLC 425,145$19,718,22611.54%
MARYLAND CAPITAL ADVISORS INC. 284,699$13,204,34010.08%
Courage Miller Partners, LLC 505,997$23,468,1549.62%
Omega Financial Group, LLC 234,650$10,883,0815.32%
Acorns Advisers, LLC 8,228,082$381,6185.25%
Townsend & Associates, Inc 510,645$23,642,8704.99%
BLUESTEM FINANCIAL ADVISORS, LLC 167,739$7,779,7294.74%
IRON Financial LLC 169,602$7,866,1204.57%
View complete list of ISHARES TR shareholders