MBL Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
MBL Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,839,603
+2.3%
643,372
+2.9%
4.20%
+2.1%
Q2 2023$29,163,343
+6.7%
625,286
+7.9%
4.12%
-3.7%
Q1 2023$27,329,212
+118490.6%
579,561
+16.8%
4.27%
-3.0%
Q4 2022$23,045
+97.1%
496,236
+95.6%
4.41%
+74.7%
Q3 2022$11,693
+58.8%
253,642
+63.2%
2.52%
+37.4%
Q2 2022$7,365
-99.9%
155,377
+43.5%
1.84%
+43.4%
Q1 2022$5,247,000
-42.5%
108,282
-39.4%
1.28%
-59.4%
Q3 2021$9,125,000
-18.1%
178,683
-17.7%
3.16%
-18.8%
Q1 2021$11,138,000
+1.8%
217,166
+2.5%
3.88%
-10.3%
Q4 2020$10,938,000211,8204.33%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders