Hoxton Planning & Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Hoxton Planning & Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,113
-99.6%
110,232
+265.4%
3.31%
+281.2%
Q2 2023$1,406,838
+34.6%
30,164
+36.1%
0.87%
+51.1%
Q1 2023$1,045,192
-27.9%
22,165
-29.0%
0.58%
-25.4%
Q4 2022$1,450,52631,2340.77%
Other shareholders
ISHARES TR shareholders Q3 2023
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