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 2023 | $1,599,537 | -0.1% | 34,296 | +1.0% | 0.00% | – |
| Q1 2023 | $1,601,853 | -0.6% | 33,970 | -2.1% | 0.00% | – |
| Q4 2022 | $1,611,781 | -0.6% | 34,707 | -1.3% | 0.00% | – |
| Q3 2022 | $1,621,000 | -59.1% | 35,167 | -57.9% | 0.00% | -100.0% |
| Q2 2022 | $3,962,000 | +875.9% | 83,577 | +951.4% | 0.00% | – |
| Q3 2021 | $406,000 | -0.5% | 7,949 | 0.0% | 0.00% | – |
| Q2 2021 | $408,000 | -81.6% | 7,949 | -81.5% | 0.00% | -100.0% |
| Q3 2020 | $2,212,000 | -6.0% | 42,919 | -10.6% | 0.00% | 0.0% |
| Q3 2018 | $2,354,000 | +136.1% | 48,028 | +142.2% | 0.00% | – |
| Q2 2017 | $997,000 | -19.4% | 19,830 | -19.7% | 0.00% | – |
| Q1 2017 | $1,237,000 | -3.7% | 24,680 | -4.0% | 0.00% | – |
| Q4 2016 | $1,285,000 | +125.4% | 25,705 | +358.0% | 0.00% | – |
| Q2 2016 | $570,000 | – | 5,612 | – | 0.00% | – |
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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% |