Accurate Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$250,847
-81.1%
5,368
-81.0%
0.08%
-83.0%
Q1 2023$1,329,162
+1668.0%
28,202
+1657.1%
0.46%
+1535.7%
Q4 2022$75,1781,6050.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 351,191$17,732,00010.84%
Divergent Wealth Advisors 632,455$31,933,0009.89%
Old North State Trust, LLC 269,362$13,600,0009.22%
BCM ADVISORS, LLC 365,872$18,473,0007.95%
Courage Miller Partners, LLC 267,996$13,531,0007.46%
Lee Financial Co 512,613$25,882,0005.82%
STERLING INVESTMENT ADVISORS LLC /ADV 127,871$6,456,0005.12%
ARKANSAS FINANCIAL GROUP, INC. 218,872$11,051,0003.92%
Abundance Wealth Counselors 239,263$12,080,0003.68%
Global Strategic Investment Solutions, LLC 186,005$9,391,0003.67%
View complete list of ISHARES TR shareholders