GDS Wealth Management - 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
GDS Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$538,007
-5.9%
11,585
-6.6%
0.10%
-18.9%
Q3 2022$572,000
-97.6%
12,409
-97.5%
0.13%
-97.6%
Q2 2022$23,715,000
+2.9%
500,307
+4.3%
5.32%
+4.7%
Q1 2022$23,052,000
-1.2%
479,851
+3.8%
5.08%
-2.7%
Q4 2021$23,323,000462,4825.22%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 575,285$29,379,00022.89%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 723,797$36,964,00014.67%
Old North State Trust, LLC 315,716$16,124,00014.37%
Klaas Financial Asset Advisors, LLC 1,132,457$57,835,00014.11%
IRONWOOD WEALTH MANAGEMENT, INC. 370,479$18,920,00014.03%
Wilshire Advisors LLC 101,857$5,202,00013.85%
Prosperity Planning, Inc. 476,736$24,347,00013.28%
Campbell Wealth Management 1,467,934$74,967,00010.04%
Hudson Capital Management LLC 426,906$21,802,0008.73%
Courage Miller Partners, LLC 410,648$20,972,0008.43%
View complete list of ISHARES TR shareholders