ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,488,802 | +3.8% | 118,344 | +4.3% | 0.10% | +15.5% |
| Q2 2023 | $5,289,959 | +3.8% | 113,421 | +4.9% | 0.08% | -7.7% |
| Q1 2023 | $5,097,558 | -4.7% | 108,102 | -6.1% | 0.09% | -11.7% |
| Q4 2022 | $5,348,143 | +4.4% | 115,162 | +3.6% | 0.10% | -6.4% |
| Q3 2022 | $5,123,000 | +12.1% | 111,125 | +15.3% | 0.11% | +5.8% |
| Q2 2022 | $4,568,000 | +707.1% | 96,370 | +725.3% | 0.10% | +845.5% |
| Q1 2022 | $566,000 | – | 11,677 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |