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 | $2,862,763 | +6.7% | 61,724 | +7.3% | 0.11% | +7.8% |
| Q2 2023 | $2,682,978 | +23.3% | 57,526 | +24.7% | 0.10% | +15.7% |
| Q1 2023 | $2,175,166 | -18.6% | 46,128 | -19.9% | 0.09% | -33.6% |
| Q4 2022 | $2,673,291 | -14.4% | 57,564 | -15.0% | 0.13% | -17.8% |
| Q3 2022 | $3,124,000 | +45.2% | 67,761 | +49.3% | 0.16% | +48.2% |
| Q2 2022 | $2,152,000 | +31.9% | 45,395 | +34.8% | 0.11% | +61.8% |
| Q1 2022 | $1,632,000 | +500.0% | 33,683 | +523.9% | 0.07% | +466.7% |
| Q4 2021 | $272,000 | +7.5% | 5,399 | +9.1% | 0.01% | -7.7% |
| Q3 2021 | $253,000 | 0.0% | 4,948 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $253,000 | -0.4% | 4,931 | -0.5% | 0.01% | -13.3% |
| Q1 2021 | $254,000 | – | 4,958 | – | 0.02% | – |
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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% |