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 | $1,153,632 | -4.3% | 24,873 | -3.8% | 0.12% | -4.0% |
| Q2 2023 | $1,205,371 | -64.9% | 25,844 | -64.6% | 0.13% | -65.9% |
| Q1 2023 | $3,438,187 | -26.8% | 72,912 | -27.9% | 0.37% | -30.6% |
| Q4 2022 | $4,694,400 | +17.0% | 101,085 | +16.2% | 0.53% | +12.7% |
| Q3 2022 | $4,012,000 | +18.5% | 87,025 | +21.8% | 0.47% | +23.8% |
| Q2 2022 | $3,386,000 | +138.8% | 71,443 | +144.1% | 0.38% | +169.0% |
| Q1 2022 | $1,418,000 | +4.0% | 29,269 | +7.0% | 0.14% | +2.2% |
| Q4 2021 | $1,364,000 | -18.3% | 27,349 | -16.4% | 0.14% | -48.9% |
| Q3 2021 | $1,670,000 | -0.5% | 32,710 | -0.0% | 0.27% | -0.4% |
| Q2 2021 | $1,678,000 | +5.0% | 32,713 | +5.0% | 0.27% | +43.7% |
| Q1 2021 | $1,598,000 | 0.0% | 31,159 | +0.7% | 0.19% | -3.6% |
| Q4 2020 | $1,598,000 | +74.1% | 30,949 | +73.7% | 0.20% | +51.5% |
| Q3 2020 | $918,000 | +178.2% | 17,818 | +178.1% | 0.13% | +160.0% |
| Q2 2020 | $330,000 | -0.6% | 6,407 | -2.6% | 0.05% | -19.4% |
| Q1 2020 | $332,000 | +0.6% | 6,577 | +0.3% | 0.06% | +24.0% |
| Q4 2019 | $330,000 | -1.5% | 6,557 | -1.2% | 0.05% | +6.4% |
| Q3 2019 | $335,000 | +0.6% | 6,638 | +0.5% | 0.05% | 0.0% |
| Q2 2019 | $333,000 | -4.6% | 6,607 | -5.6% | 0.05% | -14.5% |
| Q1 2019 | $349,000 | +0.9% | 7,002 | -0.7% | 0.06% | -11.3% |
| Q4 2018 | $346,000 | 0.0% | 7,049 | -0.1% | 0.06% | +10.7% |
| Q3 2018 | $346,000 | +0.3% | 7,053 | +0.5% | 0.06% | -1.8% |
| Q2 2018 | $345,000 | -4.4% | 7,021 | -4.0% | 0.06% | -8.1% |
| Q1 2018 | $361,000 | -0.8% | 7,313 | +0.2% | 0.06% | -1.6% |
| Q4 2017 | $364,000 | -7.1% | 7,295 | -6.4% | 0.06% | -17.1% |
| Q3 2017 | $392,000 | -0.3% | 7,795 | -0.4% | 0.08% | -5.0% |
| Q2 2017 | $393,000 | -13.2% | 7,827 | -13.3% | 0.08% | -18.4% |
| Q1 2017 | $453,000 | -10.7% | 9,031 | -10.9% | 0.10% | -13.3% |
| Q4 2016 | $507,000 | -83.4% | 10,137 | -83.2% | 0.11% | -83.7% |
| Q3 2016 | $3,049,000 | +444.5% | 60,198 | +991.5% | 0.69% | +409.6% |
| Q2 2016 | $560,000 | -1.1% | 5,515 | -2.0% | 0.14% | +6.2% |
| Q1 2016 | $566,000 | 0.0% | 5,626 | -1.3% | 0.13% | -11.1% |
| Q4 2015 | $566,000 | +3.9% | 5,701 | +4.9% | 0.14% | 0.0% |
| Q3 2015 | $545,000 | +19.0% | 5,433 | +19.2% | 0.14% | +21.0% |
| Q2 2015 | $458,000 | -2.1% | 4,559 | -1.7% | 0.12% | +32.2% |
| Q1 2015 | $468,000 | +39.3% | 4,637 | +38.1% | 0.09% | -7.2% |
| Q4 2014 | $336,000 | +13.5% | 3,357 | +13.5% | 0.10% | -1.0% |
| Q3 2014 | $296,000 | +5.7% | 2,957 | +6.3% | 0.10% | +8.9% |
| Q2 2014 | $280,000 | +3.7% | 2,783 | +3.3% | 0.09% | -2.2% |
| Q1 2014 | $270,000 | – | 2,693 | – | 0.09% | – |
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% |