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 | $2,386,417 | -27.6% | 51,454 | -27.2% | 1.37% | -23.1% |
| Q2 2023 | $3,294,832 | +16.6% | 70,644 | +17.8% | 1.78% | +4.5% |
| Q1 2023 | $2,826,919 | +20.8% | 59,950 | +18.9% | 1.70% | +15.3% |
| Q4 2022 | $2,340,825 | +3.4% | 50,405 | +2.7% | 1.48% | -10.9% |
| Q3 2022 | $2,263,000 | +5.6% | 49,091 | +8.5% | 1.66% | +9.9% |
| Q2 2022 | $2,144,000 | -12.3% | 45,243 | -10.3% | 1.51% | +2.0% |
| Q1 2022 | $2,445,000 | -1.3% | 50,446 | +2.8% | 1.48% | -0.3% |
| Q4 2021 | $2,476,000 | +4.8% | 49,089 | +6.1% | 1.49% | -3.3% |
| Q3 2021 | $2,363,000 | +14.9% | 46,279 | +15.4% | 1.54% | +15.3% |
| Q2 2021 | $2,057,000 | -11.1% | 40,100 | -11.1% | 1.33% | -14.2% |
| Q1 2021 | $2,314,000 | +20.3% | 45,119 | +21.1% | 1.55% | +7.5% |
| Q4 2020 | $1,924,000 | +11.4% | 37,254 | +11.2% | 1.44% | -6.2% |
| Q3 2020 | $1,727,000 | +4.5% | 33,494 | +4.3% | 1.54% | -11.0% |
| Q2 2020 | $1,653,000 | +162.8% | 32,123 | +157.5% | 1.73% | +105.7% |
| Q1 2020 | $629,000 | +38.2% | 12,473 | +37.9% | 0.84% | +120.4% |
| Q4 2019 | $455,000 | – | 9,043 | – | 0.38% | – |
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% |