Element Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$97,862
-0.6%
2,1100.0%0.07%
+2.9%
Q2 2023$98,410
-1.1%
2,1100.0%0.07%
-6.8%
Q1 2023$99,497
+1.5%
2,1100.0%0.07%
-7.5%
Q4 2022$97,988
+1.0%
2,1100.0%0.08%
-10.1%
Q3 2022$97,000
-3.0%
2,1100.0%0.09%
-11.0%
Q2 2022$100,000
-2.0%
2,1100.0%0.10%
+22.0%
Q1 2022$102,000
-3.8%
2,1100.0%0.08%
+2.5%
Q4 2021$106,000
-1.9%
2,1100.0%0.08%
-7.0%
Q3 2021$108,0000.0%2,1100.0%0.09%
+2.4%
Q2 2021$108,0000.0%2,1100.0%0.08%
-6.7%
Q1 2021$108,000
-96.7%
2,110
-96.7%
0.09%
-97.0%
Q4 2020$3,270,000
+10.2%
63,329
+10.0%
3.03%
-4.5%
Q3 2020$2,967,000
+5.0%
57,563
+4.8%
3.17%
-2.3%
Q2 2020$2,827,000
+3.1%
54,918
+1.2%
3.24%
-14.4%
Q1 2020$2,741,000
+0.5%
54,280
+0.3%
3.79%
+35.6%
Q4 2019$2,727,00054,1172.79%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 351,191$17,732,00010.84%
Divergent Wealth Advisors 632,455$31,933,0009.89%
Old North State Trust, LLC 269,362$13,600,0009.22%
BCM ADVISORS, LLC 365,872$18,473,0007.95%
Courage Miller Partners, LLC 267,996$13,531,0007.46%
Lee Financial Co 512,613$25,882,0005.82%
STERLING INVESTMENT ADVISORS LLC /ADV 127,871$6,456,0005.12%
ARKANSAS FINANCIAL GROUP, INC. 218,872$11,051,0003.92%
Abundance Wealth Counselors 239,263$12,080,0003.68%
Global Strategic Investment Solutions, LLC 186,005$9,391,0003.67%
View complete list of ISHARES TR shareholders