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 ↓
Newman & Schimel, LLC 814,669$37,833,24517.09%
MARYLAND CAPITAL ADVISORS INC. 332,590$15,445,48014.42%
Prosperity Planning, Inc. 529,320$26,451,01013.07%
Buttonwood Financial Advisors Inc. 277,755$12,898,95710.86%
Opal Wealth Advisors, LLC 394,644$18,327,26710.11%
Old North State Trust, LLC 327,216$15,1969.99%
Courage Miller Partners, LLC 445,031$20,667,2539.52%
Boyd Wealth Management, LLC 243,763$11,320,3548.31%
CAPITAL INSIGHT PARTNERS, LLC 622,310$28,900,0767.49%
Onyx Bridge Wealth Group LLC 369,850$17,323,7887.05%
View complete list of ISHARES TR shareholders