KMG FIDUCIARY PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2023
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