ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,556 | -0.3% | 76,695 | +0.2% | 0.22% | +1.4% |
| Q2 2023 | $3,568 | -1.9% | 76,504 | -0.8% | 0.22% | -7.7% |
| Q1 2023 | $3,638 | -1.6% | 77,134 | -3.2% | 0.23% | -6.4% |
| Q4 2022 | $3,697 | -99.9% | 79,677 | -39.9% | 0.25% | -43.4% |
| Q3 2022 | $6,106,000 | +80.0% | 132,504 | +84.9% | 0.44% | +84.1% |
| Q2 2022 | $3,393,000 | -46.2% | 71,671 | -44.9% | 0.24% | -41.0% |
| Q1 2022 | $6,302,000 | -75.4% | 130,130 | -74.4% | 0.40% | -74.5% |
| Q4 2021 | $25,663,000 | -48.7% | 508,790 | -48.0% | 1.59% | -51.9% |
| Q3 2021 | $50,022,000 | +135.6% | 979,148 | +136.5% | 3.30% | +134.8% |
| Q2 2021 | $21,234,000 | +775.6% | 414,007 | +775.7% | 1.41% | +742.5% |
| Q1 2021 | $2,425,000 | – | 47,275 | – | 0.17% | – |
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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% |