ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,780 | -6.2% | 15,778 | -5.6% | 0.02% | +17.6% |
| Q2 2023 | $779,851 | -29.9% | 16,721 | -29.1% | 0.02% | -43.3% |
| Q1 2023 | $1,112,718 | +34.2% | 23,597 | +32.2% | 0.03% | +30.4% |
| Q4 2022 | $829,101 | -18.9% | 17,853 | -19.4% | 0.02% | -25.8% |
| Q3 2022 | $1,022,000 | +66.7% | 22,150 | +71.3% | 0.03% | +19.2% |
| Q2 2022 | $613,000 | -13.2% | 12,929 | -11.1% | 0.03% | +13.0% |
| Q1 2022 | $706,000 | -3.9% | 14,551 | -0.1% | 0.02% | +9.5% |
| Q4 2021 | $735,000 | -14.6% | 14,569 | -13.5% | 0.02% | -22.2% |
| Q3 2021 | $861,000 | +1.9% | 16,843 | +2.3% | 0.03% | 0.0% |
| Q2 2021 | $845,000 | +8.9% | 16,457 | +8.8% | 0.03% | 0.0% |
| Q1 2021 | $776,000 | – | 15,126 | – | 0.03% | – |
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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% |