Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 90 filers reported holding ISHARES TR in Q1 2021. 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
Q2 2022$45,000
-4.3%
1,8690.0%0.02%0.0%
Q1 2022$47,000
-6.0%
1,8690.0%0.02%
-8.0%
Q4 2021$50,0000.0%1,8690.0%0.02%
-7.4%
Q3 2021$50,000
-2.0%
1,8690.0%0.03%
-15.6%
Q2 2021$51,000
+2.0%
1,8690.0%0.03%
-11.1%
Q1 2021$50,0001,8690.04%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 171,510$4,624,0004.35%
TLWM 229,414$6,194,0003.66%
Signature Wealth Management Group 159,353$4,296,0003.28%
BRANDYWINE OAK PRIVATE WEALTH LLC 462,108$12,463,0002.22%
SIGMA INVESTMENT COUNSELORS INC 334,534$9,019,0000.96%
Peloton Wealth Strategists 49,000$1,321,0000.83%
Timber Creek Capital Management LLC 46,540$1,254,0000.79%
WRAPMANAGER INC 71,922$1,939,0000.72%
Andesa Financial Management Inc. 24,500$660,0000.59%
FinTrust Capital Advisors, LLC 50,026$1,349,0000.51%
View complete list of ISHARES TR shareholders