RIDGECREST WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
RIDGECREST WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$351,000
-42.6%
7,400
-41.3%
0.26%
-34.3%
Q1 2022$611,000
-90.7%
12,600
-90.3%
0.39%
-87.8%
Q4 2021$6,552,000
+11.7%
129,915
+13.1%
3.19%
-0.2%
Q3 2021$5,865,000
+39.9%
114,850
+40.5%
3.19%
+22.0%
Q2 2021$4,193,000
+1986.1%
81,755
+1982.9%
2.62%
+1264.1%
Q1 2021$201,0003,9250.19%
Other shareholders
ISHARES TR shareholders Q1 2022
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