Stonebridge Financial Planning Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$50,000
-2.0%
1,0000.0%0.03%
+4.0%
Q3 2021$51,0000.0%1,0000.0%0.02%
-7.4%
Q2 2021$51,0000.0%1,0000.0%0.03%
-10.0%
Q1 2021$51,000
-62.8%
1,000
-62.3%
0.03%
-65.5%
Q4 2020$137,000
+163.5%
2,650
+165.0%
0.09%
+135.1%
Q3 2020$52,0001,0000.04%
Other shareholders
ISHARES TR shareholders Q3 2021
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