OAK HARBOR 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
OAK HARBOR WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$364,683
+37.7%
7,863
+38.4%
0.13%
+41.8%
Q2 2023$264,912
-1.0%
5,680
+0.1%
0.09%
-6.2%
Q1 2023$267,663
-0.2%
5,677
-1.7%
0.10%
-4.9%
Q4 2022$268,248
-29.0%
5,775
-29.6%
0.10%
-31.1%
Q3 2022$378,000
-14.9%
8,203
-12.4%
0.15%
-16.4%
Q2 2022$444,000
-29.3%
9,365
-27.8%
0.18%
-14.1%
Q1 2022$628,000
-1.9%
12,965
+2.2%
0.21%
-6.4%
Q4 2021$640,00012,6840.22%
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