Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$34,883,639
+4.0%
736,408
+4.1%
11.92%
+2.6%
Q1 2024$33,554,649
+8.7%
707,307
+9.0%
11.62%
+0.6%
Q4 2023$30,858,095
+1.8%
648,825
-0.7%
11.55%
-8.8%
Q3 2023$30,316,049
+3.6%
653,645
+4.2%
12.67%
+4.9%
Q2 2023$29,252,894
+2.1%
627,206
+3.2%
12.08%
-3.3%
Q1 2023$28,656,477
+8.3%
607,708
+14.8%
12.49%
-4.5%
Q4 2022$26,451,010
+8.4%
529,3200.0%13.07%
+2.6%
Q3 2022$24,402,000
-3.2%
529,320
+3.1%
12.74%
-1.1%
Q2 2022$25,213,000
-5.7%
513,1600.0%12.88%
-1.6%
Q1 2022$26,734,000
+3.3%
513,1600.0%13.09%
-0.2%
Q4 2021$25,879,000
+6.3%
513,160
+7.6%
13.12%
-1.2%
Q3 2021$24,347,000
+6.7%
476,736
+7.2%
13.28%
-6.2%
Q2 2021$22,819,000
+13.4%
444,902
+13.4%
14.16%
-1.0%
Q1 2021$20,131,000
+17.7%
392,484
+18.5%
14.30%
-1.3%
Q4 2020$17,099,000331,11514.49%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Lee Financial Co 216,759$10,896,0003.52%
STERLING INVESTMENT ADVISORS LLC /ADV 62,606$3,147,0002.68%
Providence First Trust Co 50,289$2,528,0002.16%
NORTHSTAR INVESTMENT ADVISORS LLC 119,445$8,896,0001.74%
Horan Securities, Inc. 31,233$1,567,0001.54%
Rehmann Capital Advisory Group 149,870$7,534,0001.36%
PHILLIPS FINANCIAL MANAGEMENT, LLC 122,014$6,134,0001.34%
Destination Wealth Management 345,413$17,364,0001.11%
Citizens Business Bank 120,935$6,079,0001.02%
NORTHWEST INVESTMENT COUNSELORS, LLC 41,553$2,089,0000.90%
View complete list of ISHARES TR shareholders