Kapstone Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.

Quarter-by-quarter ownership
Kapstone Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$240,083
-2.7%
5,4920.0%0.22%
+5.9%
Q2 2023$246,756
-22.0%
5,492
-19.8%
0.20%
-28.4%
Q1 2023$316,515
-1.0%
6,8480.0%0.28%
-2.1%
Q4 2022$319,7336,8480.29%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
R. W. Roge & Company, Inc. 363,419$18,901,00014.56%
Tri-Star Advisors Inc. 479,877$25,069,00010.51%
First Ascent Asset Management, LLC 1,001,371$53,003,00010.11%
Firestone Capital Management 589,964$31,227,0009.85%
Williams Financial, LLC 234,691$12,422,0009.37%
ONE Advisory Partners, LLC 264,942$14,023,0007.99%
High Falls Advisors, Inc 571,926$30,272,0007.73%
BIVIN & ASSOCIATES, INC. 158,321$8,380,0007.31%
JB Capital LLC 1,392,861$73,724,137,0007.21%
MCMORGAN & CO LLC 754,384$39,930,0007.03%
View complete list of ISHARES TR shareholders