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 | $529 | -1.7% | 11,408 | -1.0% | 0.09% | +1.1% |
| Q2 2023 | $538 | +3.3% | 11,528 | +4.3% | 0.09% | -2.1% |
| Q1 2023 | $521 | -1.5% | 11,054 | -2.9% | 0.10% | -7.8% |
| Q4 2022 | $529 | -100.0% | 11,385 | -89.7% | 0.10% | -90.7% |
| Q3 2022 | $5,091,000 | -36.9% | 110,423 | -35.2% | 1.10% | -32.7% |
| Q2 2022 | $8,072,000 | +108.7% | 170,288 | +113.4% | 1.64% | +117.2% |
| Q1 2022 | $3,867,000 | – | 79,791 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Old North State Trust, LLC | 259,407 | $13,372,000 | 9.00% |
| Hudson Capital Management LLC | 323,797 | $16,691,735,000 | 8.16% |
| Courage Miller Partners, LLC | 286,562 | $14,749,000 | 7.93% |
| Acorns Advisers, LLC | 3,539,432 | $182,458,000 | 5.99% |
| Carl P. Sherr & Co., LLC | 116,266 | $5,994,000 | 5.43% |
| SPINNAKER TRUST | 1,163,752 | $59,990,000 | 5.32% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 134,296 | $6,923,000 | 5.28% |
| CAPITAL INSIGHT PARTNERS, LLC | 349,830 | $18,034,000 | 5.07% |
| Divergent Wealth Advisors | 337,903 | $17,419,000 | 4.70% |
| Danda Trouve Investment Management, Inc. | 64,819 | $3,341,000 | 4.55% |