GDS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

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 Q2 2022
NameSharesValueWeighting ↓
Prosperity Planning, Inc. 653,645$30,316,04912.67%
Old North State Trust, LLC 349,372$16,20412.63%
Opal Wealth Advisors, LLC 425,145$19,718,22611.54%
MARYLAND CAPITAL ADVISORS INC. 284,699$13,204,34010.08%
Courage Miller Partners, LLC 505,997$23,468,1549.62%
Omega Financial Group, LLC 234,650$10,883,0815.32%
Acorns Advisers, LLC 8,228,082$381,6185.25%
Townsend & Associates, Inc 510,645$23,642,8704.99%
BLUESTEM FINANCIAL ADVISORS, LLC 167,739$7,779,7294.74%
IRON Financial LLC 169,602$7,866,1204.57%
View complete list of ISHARES TR shareholders