ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $339,523 | -0.2% | 7,320 | +0.3% | 0.02% | +9.1% |
Q2 2023 | $340,356 | +16.5% | 7,298 | +17.8% | 0.02% | +37.5% |
Q1 2023 | $292,124 | +28.2% | 6,195 | +26.2% | 0.02% | +6.7% |
Q4 2022 | $227,937 | -92.5% | 4,908 | -92.2% | 0.02% | -92.0% |
Q1 2022 | $3,056,000 | -3.7% | 63,054 | +0.2% | 0.19% | -5.1% |
Q4 2021 | $3,172,000 | +0.1% | 62,903 | +1.3% | 0.20% | -18.6% |
Q3 2021 | $3,170,000 | -0.6% | 62,068 | -0.2% | 0.24% | -1.2% |
Q2 2021 | $3,190,000 | +1426.3% | 62,200 | +1385.9% | 0.24% | +337.5% |
Q4 2017 | $209,000 | -0.5% | 4,186 | 0.0% | 0.06% | -30.0% |
Q3 2017 | $210,000 | – | 4,186 | – | 0.08% | – |
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% |