Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 318 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.02 and the average weighting 0.4%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$326,759
+8.1%
5,8580.0%0.11%
+6.7%
Q1 2024$302,214
+5.7%
5,8580.0%0.10%
-1.9%
Q4 2023$285,929
+10.4%
5,8580.0%0.11%
-0.9%
Q3 2023$259,041
+1.2%
5,8580.0%0.11%
+1.9%
Q2 2023$255,995
+11.0%
5,8580.0%0.11%
+6.0%
Q1 2023$230,571
-5.7%
5,8580.0%0.10%
-17.4%
Q4 2022$244,513
+2.3%
5,8580.0%0.12%
-3.2%
Q3 2022$239,000
+3.5%
5,8580.0%0.12%
+5.9%
Q2 2022$231,000
-11.5%
5,8580.0%0.12%
-7.8%
Q1 2022$261,000
-3.0%
5,8580.0%0.13%
-5.9%
Q4 2021$269,000
-5.6%
5,8580.0%0.14%
-12.3%
Q3 2021$285,000
+10.0%
5,8580.0%0.16%
-3.7%
Q2 2021$259,000
+4.9%
5,8580.0%0.16%
-8.0%
Q1 2021$247,000
+4.7%
5,8580.0%0.18%
-12.5%
Q4 2020$236,0005,8580.20%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Maple-Brown Abbott Ltd 699,151$22,362,00010.00%
Ninety One North America, Inc. 515,586$16,491,0005.12%
Somerset Capital Management LLP 419,491$13,417,0004.68%
BPV Resources, LLC 11,482$367,0004.48%
Horizon Investments, LLC 1,097,551$35,111,0003.33%
Windhaven Investment Management, Inc. 9,621,343$307,739,0002.02%
FOUNDERS FINANCIAL SECURITIES LLC 116,357$3,722,0001.92%
CUMBERLAND ADVISORS INC 107,230$3,430,0001.78%
MARTIN CURRIE LTD 575,600$18,411,0001.65%
Shamrock Asset Management LLC 123,198$3,940,0001.57%
View complete list of ISHARES TR shareholders