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 | $687 | +27.2% | 14,807 | +27.8% | 0.00% | +33.3% |
| Q2 2023 | $540 | +123.1% | 11,582 | +125.2% | 0.00% | +50.0% |
| Q1 2023 | $242 | +384.0% | 5,142 | +375.2% | 0.00% | – |
| Q4 2022 | $50 | -99.9% | 1,082 | -17.0% | 0.00% | – |
| Q3 2022 | $60,000 | +17.6% | 1,303 | +20.4% | 0.00% | – |
| Q2 2022 | $51,000 | -1.9% | 1,082 | 0.0% | 0.00% | – |
| Q1 2022 | $52,000 | +1633.3% | 1,082 | +1733.9% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | -95.6% | 59 | -95.7% | 0.00% | -100.0% |
| Q4 2018 | $68,000 | +6700.0% | 1,387 | +4682.8% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | – | 29 | – | 0.00% | – |
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% |