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 | $7,975,504 | +5.1% | 171,960 | +5.6% | 0.63% | +11.2% |
| Q2 2023 | $7,591,824 | +6.8% | 162,775 | +8.0% | 0.57% | +2.5% |
| Q1 2023 | $7,108,754 | +46.0% | 150,753 | +43.8% | 0.56% | +35.0% |
| Q4 2022 | $4,867,638 | -4.7% | 104,816 | -5.4% | 0.41% | -13.3% |
| Q3 2022 | $5,109,000 | +0.5% | 110,818 | +3.4% | 0.48% | +5.6% |
| Q2 2022 | $5,082,000 | +4.9% | 107,221 | +7.2% | 0.45% | +18.7% |
| Q1 2022 | $4,846,000 | +14.1% | 99,997 | +18.7% | 0.38% | +19.6% |
| Q4 2021 | $4,247,000 | +12.9% | 84,215 | +14.3% | 0.32% | +2.9% |
| Q3 2021 | $3,762,000 | +12.5% | 73,659 | +13.0% | 0.31% | +11.2% |
| Q2 2021 | $3,344,000 | +19.9% | 65,204 | +19.9% | 0.28% | +15.9% |
| Q1 2021 | $2,790,000 | – | 54,399 | – | 0.24% | – |
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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% |