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 | $340,105 | -4.5% | 7,333 | -3.9% | 0.06% | +1.6% |
| Q2 2023 | $356,004 | -22.5% | 7,633 | -21.6% | 0.06% | -21.5% |
| Q1 2023 | $459,149 | -57.8% | 9,737 | -58.5% | 0.08% | -57.5% |
| Q4 2022 | $1,088,414 | +12.9% | 23,437 | +12.1% | 0.19% | +3.3% |
| Q3 2022 | $964,000 | -2.8% | 20,902 | -0.2% | 0.18% | -1.1% |
| Q2 2022 | $992,000 | -2.9% | 20,936 | -0.7% | 0.18% | -0.5% |
| Q1 2022 | $1,022,000 | -4.0% | 21,090 | -0.1% | 0.18% | -8.5% |
| Q4 2021 | $1,065,000 | -1.2% | 21,117 | 0.0% | 0.20% | -10.3% |
| Q3 2021 | $1,078,000 | -0.5% | 21,117 | 0.0% | 0.22% | -3.0% |
| Q2 2021 | $1,083,000 | 0.0% | 21,117 | 0.0% | 0.23% | -10.5% |
| Q1 2021 | $1,083,000 | -0.6% | 21,117 | 0.0% | 0.26% | -9.2% |
| Q4 2020 | $1,090,000 | +0.1% | 21,117 | -0.1% | 0.28% | -6.9% |
| Q3 2020 | $1,089,000 | -20.2% | 21,131 | -20.3% | 0.30% | -19.8% |
| Q2 2020 | $1,365,000 | -14.6% | 26,524 | -16.2% | 0.38% | -28.5% |
| Q1 2020 | $1,598,000 | -94.1% | 31,653 | -94.1% | 0.53% | -90.9% |
| Q4 2019 | $26,884,000 | +3.9% | 533,405 | +4.1% | 5.81% | -0.2% |
| Q3 2019 | $25,882,000 | +3.5% | 512,613 | +3.4% | 5.82% | +3.1% |
| Q2 2019 | $25,003,000 | +1.2% | 495,802 | +0.0% | 5.65% | -2.4% |
| Q1 2019 | $24,717,000 | +4.8% | 495,737 | +3.1% | 5.79% | -8.5% |
| Q4 2018 | $23,595,000 | +3.9% | 480,941 | +3.8% | 6.32% | +13.3% |
| Q3 2018 | $22,708,000 | +3.7% | 463,424 | +3.8% | 5.58% | +8.1% |
| Q2 2018 | $21,907,000 | +27.8% | 446,344 | +28.5% | 5.16% | +18.7% |
| Q1 2018 | $17,145,000 | +19.9% | 347,419 | +21.1% | 4.35% | +4.7% |
| Q4 2017 | $14,295,000 | +31.2% | 286,881 | +32.4% | 4.15% | +18.1% |
| Q3 2017 | $10,896,000 | +28.6% | 216,759 | +28.6% | 3.52% | +12.8% |
| Q2 2017 | $8,470,000 | +7.5% | 168,530 | +7.2% | 3.12% | -0.8% |
| Q1 2017 | $7,882,000 | +204.4% | 157,256 | +203.7% | 3.14% | +116.8% |
| Q4 2016 | $2,589,000 | – | 51,787 | – | 1.45% | – |
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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% |