Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$47,000
-2.1%
1,8980.0%0.02%
+4.3%
Q1 2022$48,000
-2.0%
1,8980.0%0.02%
-8.0%
Q4 2021$49,000
-2.0%
1,8980.0%0.02%
-7.4%
Q3 2021$50,0000.0%1,8980.0%0.03%
-12.9%
Q2 2021$50,0000.0%1,8980.0%0.03%
-13.9%
Q1 2021$50,0001,8980.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Trust Co of Kansas 521,213$13,854,0007.24%
Tillar-Wenstrup Advisors, LLC 345,931$9,195,0004.76%
PFG Private Wealth Management, LLC 208,889$5,552,0004.26%
Aptus Capital Advisors, LLC 3,153,914$83,831,0003.84%
RVW Wealth, LLC 822,555$22,000,0003.23%
Cribstone Capital Management, LLC 145,919$3,879,0002.66%
Day & Ennis, LLC 221,485$5,887,0002.34%
Signature Wealth Management Group 122,346$3,252,0002.05%
CAPITAL ADVISORS INC/OK 1,946,682$51,743,0001.84%
Gateway Advisory, LLC 302,596$8,043,0001.75%
View complete list of ISHARES TR shareholders