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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $3,815,000 | -24.9% | 23,435 | -53.3% | 0.70% | -25.3% |
| Q1 2019 | $5,077,000 | +1.6% | 50,160 | -9.2% | 0.94% | -13.4% |
| Q4 2018 | $4,996,000 | +12.6% | 55,216 | +101.3% | 1.09% | +23.5% |
| Q3 2018 | $4,435,000 | -20.9% | 27,425 | -54.0% | 0.88% | -24.8% |
| Q2 2018 | $5,607,000 | -12.6% | 59,671 | -20.0% | 1.17% | -13.6% |
| Q1 2018 | $6,413,000 | -37.5% | 74,580 | -48.3% | 1.36% | -26.8% |
| Q4 2017 | $10,261,000 | +15.3% | 144,162 | +20.7% | 1.85% | +6.7% |
| Q3 2017 | $8,896,000 | +95.6% | 119,445 | +32.0% | 1.74% | +89.0% |
| Q2 2017 | $4,547,000 | +1.6% | 90,474 | +1.3% | 0.92% | +1.7% |
| Q1 2017 | $4,476,000 | +27.9% | 89,301 | +27.6% | 0.90% | +15.5% |
| Q4 2016 | $3,499,000 | +7.7% | 69,986 | +8.8% | 0.78% | +5.1% |
| Q3 2016 | $3,250,000 | +400.0% | 64,309 | +904.0% | 0.74% | +396.7% |
| Q2 2016 | $650,000 | – | 6,405 | – | 0.15% | – |
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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% |