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
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% | – |
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% |