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 | $964 | +1.0% | 20,788 | +1.7% | 0.02% | 0.0% |
| Q2 2023 | $954 | -8.9% | 20,444 | -8.0% | 0.02% | -16.7% |
| Q1 2023 | $1,047 | -99.9% | 22,211 | -12.7% | 0.02% | -14.3% |
| Q4 2022 | $1,181,000 | -99.6% | 25,428 | +337.7% | 0.02% | +320.0% |
| Q3 2022 | $268,000,000 | +98068.5% | 5,809 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $273,000 | -12.2% | 5,760 | -10.2% | 0.01% | 0.0% |
| Q1 2022 | $311,000 | -99.9% | 6,413 | -7.7% | 0.01% | -16.7% |
| Q4 2021 | $350,000,000 | +97665.4% | 6,948 | -0.8% | 0.01% | -14.3% |
| Q3 2021 | $358,000 | -0.6% | 7,003 | -0.2% | 0.01% | -12.5% |
| Q2 2021 | $360,000 | +1.7% | 7,017 | +1.7% | 0.01% | -11.1% |
| Q1 2021 | $354,000 | +35.6% | 6,901 | +36.1% | 0.01% | 0.0% |
| Q3 2020 | $261,000 | +1.6% | 5,072 | +1.8% | 0.01% | -10.0% |
| Q2 2020 | $257,000 | -0.8% | 4,984 | -2.8% | 0.01% | -54.5% |
| Q1 2020 | $259,000 | -37.4% | 5,130 | -37.5% | 0.02% | +29.4% |
| Q4 2019 | $414,000 | -1.4% | 8,211 | -1.4% | 0.02% | -15.0% |
| Q3 2019 | $420,000 | -11.9% | 8,328 | -12.0% | 0.02% | -62.3% |
| Q2 2019 | $477,000 | +10.7% | 9,460 | +9.1% | 0.05% | +120.8% |
| Q1 2019 | $431,000 | +7.5% | 8,674 | +6.3% | 0.02% | -61.3% |
| Q4 2018 | $401,000 | -2.2% | 8,160 | -2.7% | 0.06% | -6.1% |
| Q3 2018 | $410,000 | +13.6% | 8,389 | +13.7% | 0.07% | +3.1% |
| Q2 2018 | $361,000 | +13.2% | 7,375 | +13.8% | 0.06% | -9.9% |
| Q1 2018 | $319,000 | – | 6,480 | – | 0.07% | – |
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% |