OAK HARBOR WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is GNMA and the CUSIP is 46429B333. A total of 95 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
OAK HARBOR WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$21,920
-50.7%
500
-50.0%
0.01%
-56.2%
Q1 2023$44,460
+2.2%
1,0000.0%0.02%
-5.9%
Q4 2022$43,505
+1.2%
1,0000.0%0.02%0.0%
Q3 2022$43,000
-6.5%
1,0000.0%0.02%
-5.6%
Q2 2022$46,000
-4.2%
1,0000.0%0.02%
+12.5%
Q1 2022$48,000
-4.0%
1,0000.0%0.02%
-5.9%
Q4 2021$50,0001,0000.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 11,331$473,4098.02%
Kelman-Lazarov, Inc. 402,084$16,799,0903.97%
Prosperity Planning, Inc. 157,392$6,575,8362.75%
Bigelow Investment Advisors, LLC 71,178$2,973,8041.71%
GUIDANCE CAPITAL, INC 89,772$3,662,6891.64%
Portland Global Advisors LLC 214,566$8,9651.50%
DMC Group, LLC 36,236$1,513,9401.42%
MYECFO, LLC 48,115$2,003,9781.39%
FORT PITT CAPITAL GROUP, LLC 784,468$32,775,0881.23%
Family Asset Management, LLC 24,684$1,031,2980.76%
View complete list of ISHARES TR shareholders