Selective Wealth Management, Inc. - 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
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,0000.0%180.0%0.00%
Q2 2022$1,0000.0%180.0%0.00%
Q1 2022$1,0000.0%180.0%0.00%
Q4 2021$1,0000.0%180.0%0.00%
-100.0%
Q3 2021$1,0000.0%180.0%0.00%0.0%
Q2 2021$1,0000.0%180.0%0.00%0.0%
Q1 2021$1,000
-83.3%
18
-84.1%
0.00%
-75.0%
Q4 2020$6,0000.0%1130.0%0.00%
-20.0%
Q3 2020$6,0000.0%1130.0%0.01%0.0%
Q2 2020$6,0000.0%1130.0%0.01%
-44.4%
Q1 2020$6,0001130.01%
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