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 | $2,283,612 | +10.8% | 49,237 | +11.5% | 0.05% | +11.9% |
Q2 2023 | $2,060,322 | -3.1% | 44,175 | -2.0% | 0.04% | -8.7% |
Q1 2023 | $2,126,030 | -9.0% | 45,086 | -10.3% | 0.05% | -14.8% |
Q4 2022 | $2,335,375 | +841.7% | 50,288 | +835.1% | 0.05% | +980.0% |
Q3 2022 | $248,000 | -2.7% | 5,378 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $255,000 | -50.1% | 5,378 | -49.0% | 0.01% | -44.4% |
Q1 2022 | $511,000 | – | 10,541 | – | 0.01% | – |
Download |
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% |