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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $18,483,236 | +15.2% | 395,025 | +12.8% | 3.67% | +8.4% |
| Q3 2022 | $16,048,000 | +3.8% | 350,096 | +7.1% | 3.38% | +5.4% |
| Q2 2022 | $15,455,000 | +2.9% | 326,745 | +4.4% | 3.21% | +14.7% |
| Q1 2022 | $15,020,000 | -5.0% | 312,992 | -1.0% | 2.80% | -5.3% |
| Q4 2021 | $15,811,000 | +10.7% | 316,035 | +12.5% | 2.95% | +32.9% |
| Q3 2021 | $14,280,000 | +18.6% | 280,938 | +19.5% | 2.22% | +13.3% |
| Q2 2021 | $12,039,000 | +14.5% | 235,001 | +14.8% | 1.96% | +3.9% |
| Q1 2021 | $10,512,000 | +14.4% | 204,639 | +15.0% | 1.88% | +11.1% |
| Q4 2020 | $9,189,000 | +34.0% | 178,011 | +33.5% | 1.70% | +21.5% |
| Q3 2020 | $6,860,000 | – | 133,331 | – | 1.40% | – |
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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% |