KMG FIDUCIARY PARTNERS, 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
KMG FIDUCIARY PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,626,020
+3.8%
35,059
+4.4%
0.22%
+5.9%
Q2 2023$1,566,404
+6.6%
33,585
+7.8%
0.20%
-3.8%
Q1 2023$1,469,116
-0.4%
31,155
-1.9%
0.21%
-12.8%
Q4 2022$1,475,41331,7700.24%
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%
Providence First Trust Co 90,210$4,650,0004.55%
View complete list of ISHARES TR shareholders