COREPATH WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 364 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
COREPATH WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,428,822
+3.2%
114,339
+2.1%
5.73%
-1.6%
Q1 2024$5,258,273
-27.5%
111,997
-26.9%
5.82%
+43.9%
Q4 2023$7,257,231
+1.8%
153,138
-0.6%
4.04%
-5.9%
Q3 2023$7,131,975
+0.1%
154,038
+1.1%
4.30%
+2.8%
Q2 2023$7,126,540
+0.1%
152,374
+0.9%
4.18%
-6.4%
Q1 2023$7,117,424
+8.5%
150,985
+7.9%
4.47%
+2.2%
Q4 2022$6,559,245
+4.6%
139,916
+2.3%
4.37%
-6.2%
Q3 2022$6,271,000
-1.1%
136,752
+1.9%
4.66%
-0.7%
Q2 2022$6,341,000
+6.7%
134,255
+8.3%
4.69%
+13.5%
Q1 2022$5,941,000
+22.4%
123,970
+27.9%
4.13%
+19.0%
Q4 2021$4,855,000
+0.4%
96,897
+2.3%
3.47%
-6.4%
Q3 2021$4,834,000
+2.7%
94,759
+3.1%
3.71%
+1.8%
Q2 2021$4,708,000
+10.0%
91,894
+10.1%
3.64%
-3.2%
Q1 2021$4,279,000
+13.4%
83,437
+13.8%
3.76%
-4.2%
Q4 2020$3,773,00073,3303.93%
Other shareholders
ISHARES TR shareholders Q2 2024
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