Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GNMA and the CUSIP is 46429B333. A total of 86 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,575,836
+1.3%
157,392
+6.3%
2.75%
+2.6%
Q2 2023$6,490,934
+9.5%
148,060
+11.1%
2.68%
+3.7%
Q1 2023$5,927,464
+5.1%
133,321
-2.7%
2.58%
-7.3%
Q4 2022$5,638,101
-4.3%
136,9600.0%2.79%
-9.4%
Q3 2022$5,891,000
+1.6%
136,960
+22.5%
3.08%
+3.8%
Q2 2022$5,798,000
-2.7%
111,8310.0%2.96%
+1.6%
Q1 2022$5,959,000
+7.1%
111,8310.0%2.92%
+3.5%
Q4 2021$5,562,000
+11.3%
111,831
+11.9%
2.82%
+3.4%
Q3 2021$4,996,000
+5.8%
99,945
+5.8%
2.72%
-7.0%
Q2 2021$4,723,000
+19.4%
94,460
+20.1%
2.93%
+4.3%
Q1 2021$3,954,000
+26.3%
78,629
+28.1%
2.81%
+5.9%
Q4 2020$3,130,00061,3642.65%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
American Institute for Advanced Investment Management, LLP 122,785$6,335,0006.87%
Weaver Consulting Group 88,539$4,568,0002.98%
Clearshares LLC 35,788$1,846,0002.60%
Wealthsimple US, Ltd. 32,568$1,676,0001.47%
Bigelow Investment Advisors, LLC 23,724$1,224,0000.92%
PEOPLES BANK /OH 19,871$1,025,0000.84%
ARBOR TRUST WEALTH ADVISORS, LLC 11,832$610,0000.64%
Pinnacle Bancorp, Inc. 9,269$478,0000.41%
FIRST NATIONAL CORP /MA/ /ADV 7,071$490,0000.32%
WEIK CAPITAL MANAGEMENT 8,070$416,0000.24%
View complete list of ISHARES TR shareholders