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 | $26,500,121 | -5.0% | 571,370 | -4.4% | 0.02% | -5.0% |
| Q2 2023 | $27,883,090 | +1.4% | 597,836 | +2.5% | 0.02% | -4.8% |
| Q1 2023 | $27,505,885 | +6.5% | 583,308 | +4.9% | 0.02% | -4.5% |
| Q4 2022 | $25,830,496 | +8.6% | 556,212 | +7.8% | 0.02% | -4.3% |
| Q3 2022 | $23,778,000 | -6.9% | 515,801 | -4.3% | 0.02% | -4.2% |
| Q2 2022 | $25,538,000 | -12.5% | 538,779 | -10.5% | 0.02% | -4.0% |
| Q1 2022 | $29,178,000 | +0.1% | 602,102 | +4.2% | 0.02% | +4.2% |
| Q4 2021 | $29,140,000 | -3.0% | 577,828 | -1.8% | 0.02% | -14.3% |
| Q3 2021 | $30,051,000 | +11.2% | 588,434 | +11.6% | 0.03% | +3.7% |
| Q2 2021 | $27,034,000 | +15.1% | 527,084 | +15.1% | 0.03% | 0.0% |
| Q1 2021 | $23,483,000 | +7.3% | 457,838 | +8.0% | 0.03% | -3.6% |
| Q4 2020 | $21,888,000 | +6.1% | 423,858 | +5.9% | 0.03% | -12.5% |
| Q3 2020 | $20,633,000 | +18.3% | 400,247 | +18.1% | 0.03% | +6.7% |
| Q2 2020 | $17,444,000 | -18.6% | 338,921 | -20.1% | 0.03% | -34.8% |
| Q1 2020 | $21,424,000 | -9.8% | 424,231 | -9.9% | 0.05% | +7.0% |
| Q4 2019 | $23,743,000 | +31.8% | 471,085 | +32.1% | 0.04% | +16.2% |
| Q3 2019 | $18,010,000 | +8.2% | 356,698 | +8.0% | 0.04% | +5.7% |
| Q2 2019 | $16,649,000 | +10.7% | 330,133 | +9.4% | 0.04% | +2.9% |
| Q1 2019 | $15,040,000 | +11.7% | 301,642 | +9.9% | 0.03% | -5.6% |
| Q4 2018 | $13,462,000 | -1.8% | 274,406 | -1.9% | 0.04% | +9.1% |
| Q3 2018 | $13,704,000 | -17.7% | 279,683 | -17.5% | 0.03% | -25.0% |
| Q2 2018 | $16,644,000 | -27.4% | 339,126 | -27.0% | 0.04% | -30.2% |
| Q1 2018 | $22,911,000 | -6.4% | 464,249 | -5.5% | 0.06% | -14.9% |
| Q4 2017 | $24,472,000 | +153.2% | 491,114 | +155.5% | 0.07% | +117.6% |
| Q3 2017 | $9,665,000 | +7.6% | 192,252 | +7.6% | 0.03% | 0.0% |
| Q2 2017 | $8,981,000 | +28.5% | 178,692 | +28.2% | 0.03% | -29.2% |
| Q1 2017 | $6,990,000 | +84.5% | 139,430 | +83.9% | 0.05% | +65.5% |
| Q4 2016 | $3,789,000 | +16.5% | 75,809 | +17.8% | 0.03% | -6.5% |
| Q3 2016 | $3,251,000 | -59.1% | 64,378 | -17.8% | 0.03% | -53.7% |
| Q2 2016 | $7,940,000 | -44.7% | 78,281 | -45.3% | 0.07% | +67.5% |
| Q1 2016 | $14,354,000 | -0.5% | 143,023 | -1.6% | 0.04% | 0.0% |
| Q4 2015 | $14,433,000 | +474.1% | 145,317 | +479.8% | 0.04% | +185.7% |
| Q3 2015 | $2,514,000 | +18.7% | 25,063 | +18.7% | 0.01% | +27.3% |
| Q2 2015 | $2,118,000 | +393.7% | 21,113 | +395.5% | 0.01% | +450.0% |
| Q1 2015 | $429,000 | +24.7% | 4,261 | +24.0% | 0.00% | 0.0% |
| Q4 2014 | $344,000 | -53.8% | 3,435 | -53.8% | 0.00% | -50.0% |
| Q3 2014 | $745,000 | +60.9% | 7,434 | +61.4% | 0.00% | +33.3% |
| Q2 2014 | $463,000 | -4.9% | 4,607 | -5.2% | 0.00% | 0.0% |
| Q1 2014 | $487,000 | +48.0% | 4,861 | +47.9% | 0.00% | +50.0% |
| Q4 2013 | $329,000 | – | 3,287 | – | 0.00% | – |
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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% |