ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,906,124 | -0.6% | 84,220 | -0.1% | 2.97% | +3.3% |
| Q2 2023 | $3,931,006 | -0.3% | 84,284 | +0.8% | 2.88% | -3.9% |
| Q1 2023 | $3,944,563 | +2.2% | 83,651 | +0.6% | 2.99% | -1.8% |
| Q4 2022 | $3,860,325 | +1.7% | 83,125 | +1.0% | 3.05% | -3.2% |
| Q3 2022 | $3,795,000 | -2.4% | 82,320 | +0.3% | 3.15% | +2.3% |
| Q2 2022 | $3,890,000 | -1.8% | 82,070 | +0.4% | 3.08% | +18.6% |
| Q1 2022 | $3,960,000 | -3.2% | 81,720 | +0.8% | 2.59% | +3.3% |
| Q4 2021 | $4,089,000 | -0.7% | 81,080 | +0.5% | 2.51% | -8.1% |
| Q3 2021 | $4,118,000 | +8.3% | 80,640 | +8.7% | 2.73% | +9.7% |
| Q2 2021 | $3,803,000 | +37930.0% | 74,155 | +35211.9% | 2.49% | +27588.9% |
| Q2 2018 | $10,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $10,000 | -67.7% | 210 | -66.7% | 0.01% | -66.7% |
| Q4 2017 | $31,000 | – | 630 | – | 0.03% | – |
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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% |