Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 170 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$45,000
-4.3%
1,8960.0%0.02%0.0%
Q1 2022$47,000
-4.1%
1,8960.0%0.02%
-8.0%
Q4 2021$49,000
-2.0%
1,8960.0%0.02%
-7.4%
Q3 2021$50,0000.0%1,8960.0%0.03%
-12.9%
Q2 2021$50,0000.0%1,8960.0%0.03%
-13.9%
Q1 2021$50,0001,8960.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 169,732$4,167,0004.49%
CAPITAL ADVISORS INC/OK 2,554,460$62,712,0003.40%
Signature Wealth Management Group 118,095$2,899,0002.55%
Motley Fool Wealth Management, LLC 1,221,929$29,998,0002.17%
SIGMA INVESTMENT COUNSELORS INC 351,979$8,641,0001.10%
WRAPMANAGER INC 68,249$1,676,0000.75%
TLWM 49,897$1,227,0000.72%
Peloton Wealth Strategists 35,500$872,0000.71%
Timber Creek Capital Management LLC 39,120$960,0000.70%
GODSEY & GIBB, INC 120,215$2,951,0000.56%
View complete list of ISHARES TR shareholders