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 | $310 | -43.1% | 6,683 | -42.8% | 0.02% | -42.3% |
| Q2 2023 | $545 | -3.2% | 11,683 | -2.2% | 0.03% | -10.3% |
| Q1 2023 | $563 | -0.5% | 11,940 | -2.0% | 0.03% | -6.5% |
| Q4 2022 | $566 | -99.9% | 12,180 | -1.0% | 0.03% | -3.1% |
| Q3 2022 | $567,000 | -11.4% | 12,300 | -8.9% | 0.03% | -3.0% |
| Q2 2022 | $640,000 | -10.9% | 13,500 | -8.8% | 0.03% | +3.1% |
| Q1 2022 | $718,000 | -17.3% | 14,810 | -14.0% | 0.03% | -17.9% |
| Q4 2021 | $868,000 | -32.0% | 17,220 | -31.1% | 0.04% | -32.8% |
| Q3 2021 | $1,276,000 | +60.1% | 24,980 | +60.8% | 0.06% | +65.7% |
| Q2 2021 | $797,000 | 0.0% | 15,530 | 0.0% | 0.04% | -5.4% |
| Q1 2021 | $797,000 | +225.3% | 15,530 | +227.3% | 0.04% | +208.3% |
| Q4 2020 | $245,000 | – | 4,745 | – | 0.01% | – |
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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% |