BAKER TILLY WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$250,777
-0.6%
5,4070.0%0.04%
+57.7%
Q2 2023$252,182
-14.0%
5,407
-13.0%
0.03%
-21.2%
Q1 2023$293,163
+40.3%
6,217
+38.2%
0.03%
+26.9%
Q4 2022$208,980
+1.9%
4,500
+1.0%
0.03%
-7.1%
Q3 2022$205,000
-2.8%
4,4570.0%0.03%0.0%
Q2 2022$211,000
+2.9%
4,457
+5.2%
0.03%
+21.7%
Q1 2022$205,0004,2370.02%
Other shareholders
ISHARES TR shareholders Q1 2022
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%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders