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 | $1,745,254 | +2.0% | 37,630 | +2.6% | 0.80% | +1.8% |
| Q2 2023 | $1,710,312 | -4.9% | 36,671 | -3.9% | 0.78% | -8.7% |
| Q1 2023 | $1,798,468 | +14.9% | 38,140 | +13.2% | 0.86% | +6.2% |
| Q4 2022 | $1,564,819 | -19.7% | 33,696 | -20.3% | 0.81% | -28.8% |
| Q3 2022 | $1,949,000 | -6.5% | 42,269 | -3.9% | 1.14% | -3.0% |
| Q2 2022 | $2,084,000 | -2.7% | 43,975 | -0.5% | 1.17% | +2.2% |
| Q1 2022 | $2,141,000 | +1.9% | 44,183 | +6.0% | 1.15% | +1.2% |
| Q4 2021 | $2,102,000 | +2.9% | 41,681 | +4.2% | 1.13% | -3.2% |
| Q3 2021 | $2,042,000 | +6.2% | 39,983 | +6.6% | 1.17% | +0.2% |
| Q2 2021 | $1,923,000 | -1.2% | 37,495 | -1.2% | 1.17% | -6.7% |
| Q1 2021 | $1,946,000 | +23.3% | 37,933 | +24.1% | 1.25% | +29.6% |
| Q4 2020 | $1,578,000 | +18.9% | 30,557 | +18.7% | 0.97% | +6.3% |
| Q3 2020 | $1,327,000 | -1.0% | 25,741 | -1.2% | 0.91% | -11.3% |
| Q2 2020 | $1,340,000 | +12.2% | 26,046 | +10.2% | 1.02% | -14.3% |
| Q1 2020 | $1,194,000 | +12.5% | 23,644 | +12.2% | 1.20% | +50.6% |
| Q4 2019 | $1,061,000 | – | 21,065 | – | 0.79% | – |
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% |