ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,599 | -0.6% | 10,470 | 0.0% | 0.04% | +12.5% |
| Q2 2023 | $488,321 | -1.1% | 10,470 | 0.0% | 0.03% | -5.9% |
| Q1 2023 | $493,713 | +1.5% | 10,470 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $486,227 | +615.0% | 10,470 | +612.2% | 0.04% | +600.0% |
| Q3 2022 | $68,000 | -81.5% | 1,470 | -81.0% | 0.01% | -81.5% |
| Q2 2022 | $367,000 | +21.1% | 7,730 | +23.5% | 0.03% | +58.8% |
| Q1 2022 | $303,000 | -4.1% | 6,260 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $316,000 | -20.0% | 6,260 | -19.0% | 0.02% | -27.3% |
| Q3 2021 | $395,000 | -0.3% | 7,730 | 0.0% | 0.02% | +10.0% |
| Q2 2021 | $396,000 | 0.0% | 7,730 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $396,000 | -0.8% | 7,730 | 0.0% | 0.02% | -8.3% |
| Q4 2020 | $399,000 | +23.5% | 7,730 | +23.5% | 0.02% | +9.1% |
| Q3 2020 | $323,000 | +0.3% | 6,260 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $322,000 | +1.9% | 6,260 | 0.0% | 0.02% | -11.5% |
| Q1 2020 | $316,000 | 0.0% | 6,260 | 0.0% | 0.03% | +18.2% |
| Q4 2019 | $316,000 | 0.0% | 6,260 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $316,000 | 0.0% | 6,260 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $316,000 | +17.9% | 6,260 | +16.6% | 0.02% | +29.4% |
| Q1 2019 | $268,000 | +1.9% | 5,370 | 0.0% | 0.02% | -15.0% |
| Q4 2018 | $263,000 | 0.0% | 5,370 | 0.0% | 0.02% | +17.6% |
| Q3 2018 | $263,000 | -0.4% | 5,370 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $264,000 | -0.4% | 5,370 | 0.0% | 0.02% | -10.5% |
| Q1 2018 | $265,000 | -1.1% | 5,370 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $268,000 | -0.7% | 5,370 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $270,000 | – | 5,370 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prosperity Planning, Inc. | 653,645 | $30,316,049 | 12.67% |
| Old North State Trust, LLC | 349,372 | $16,204 | 12.63% |
| Opal Wealth Advisors, LLC | 425,145 | $19,718,226 | 11.54% |
| MARYLAND CAPITAL ADVISORS INC. | 284,699 | $13,204,340 | 10.08% |
| Courage Miller Partners, LLC | 505,997 | $23,468,154 | 9.62% |
| Omega Financial Group, LLC | 234,650 | $10,883,081 | 5.32% |
| Acorns Advisers, LLC | 8,228,082 | $381,618 | 5.25% |
| Townsend & Associates, Inc | 510,645 | $23,642,870 | 4.99% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 167,739 | $7,779,729 | 4.74% |
| IRON Financial LLC | 169,602 | $7,866,120 | 4.57% |