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 | $1,574,096 | -2.3% | 33,939 | -1.7% | 0.12% | +0.9% |
| Q2 2023 | $1,610,448 | +0.6% | 34,529 | +1.7% | 0.12% | +0.9% |
| Q1 2023 | $1,600,230 | +0.8% | 33,936 | -0.8% | 0.11% | -6.6% |
| Q4 2022 | $1,587,935 | -0.1% | 34,193 | -0.8% | 0.12% | -8.3% |
| Q3 2022 | $1,589,000 | +0.3% | 34,474 | +3.2% | 0.13% | +5.6% |
| Q2 2022 | $1,584,000 | -1.6% | 33,410 | +0.6% | 0.13% | +16.7% |
| Q1 2022 | $1,609,000 | -8.5% | 33,209 | -4.8% | 0.11% | -5.3% |
| Q4 2021 | $1,758,000 | -2.7% | 34,866 | -1.0% | 0.11% | -19.7% |
| Q2 2021 | $1,806,000 | -1.7% | 35,202 | -1.8% | 0.14% | -19.8% |
| Q1 2021 | $1,838,000 | -6.0% | 35,832 | -5.4% | 0.18% | -12.8% |
| Q4 2020 | $1,955,000 | -18.1% | 37,862 | -18.4% | 0.20% | -43.5% |
| Q2 2020 | $2,387,000 | +752.5% | 46,385 | +735.9% | 0.36% | -33.6% |
| Q1 2020 | $280,000 | -88.8% | 5,549 | -88.9% | 0.54% | +71.2% |
| Q4 2019 | $2,510,000 | – | 49,804 | – | 0.32% | – |
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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% |