Marcum Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$524,000
-51.5%
11,061
-50.4%
0.08%
-47.7%
Q1 2022$1,081,000
+2.3%
22,305
+6.4%
0.15%
+1.4%
Q4 2021$1,057,000
+2.3%
20,965
+3.7%
0.15%
-9.3%
Q3 2021$1,033,000
+1.3%
20,220
+1.7%
0.16%
-2.4%
Q2 2021$1,020,000
+7.5%
19,889
+7.4%
0.17%
+6.4%
Q1 2021$949,00018,5110.16%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Lee Financial Co 216,759$10,896,0003.52%
STERLING INVESTMENT ADVISORS LLC /ADV 62,606$3,147,0002.68%
Providence First Trust Co 50,289$2,528,0002.16%
NORTHSTAR INVESTMENT ADVISORS LLC 119,445$8,896,0001.74%
Horan Securities, Inc. 31,233$1,567,0001.54%
Rehmann Capital Advisory Group 149,870$7,534,0001.36%
PHILLIPS FINANCIAL MANAGEMENT, LLC 122,014$6,134,0001.34%
Destination Wealth Management 345,413$17,364,0001.11%
Citizens Business Bank 120,935$6,079,0001.02%
NORTHWEST INVESTMENT COUNSELORS, LLC 41,553$2,089,0000.90%
View complete list of ISHARES TR shareholders