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 | $13,557,384 | +13.3% | 292,311 | +14.0% | 1.76% | +11.2% |
| Q2 2023 | $11,960,688 | +34.5% | 256,447 | +36.0% | 1.58% | +23.1% |
| Q1 2023 | $8,894,473 | +26.7% | 188,622 | +24.8% | 1.28% | +16.2% |
| Q4 2022 | $7,018,013 | +19.8% | 151,120 | +19.0% | 1.10% | +6.6% |
| Q3 2022 | $5,856,000 | +187.1% | 127,026 | +195.1% | 1.04% | +159.6% |
| Q2 2022 | $2,040,000 | -30.5% | 43,039 | -29.0% | 0.40% | -23.3% |
| Q1 2022 | $2,936,000 | – | 60,586 | – | 0.52% | – |
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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% |