ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,352,579 | +0.7% | 72,285 | +1.2% | 0.03% | +3.6% |
| Q2 2023 | $3,330,108 | +1.9% | 71,400 | +3.1% | 0.03% | -15.2% |
| Q1 2023 | $3,266,601 | -14.7% | 69,274 | -16.0% | 0.03% | -21.4% |
| Q4 2022 | $3,830,352 | -30.1% | 82,480 | -30.6% | 0.04% | -39.1% |
| Q3 2022 | $5,479,000 | +1.8% | 118,860 | +4.6% | 0.07% | -6.8% |
| Q2 2022 | $5,384,000 | +0.9% | 113,579 | +3.1% | 0.07% | +8.8% |
| Q1 2022 | $5,338,000 | -89.6% | 110,155 | -89.2% | 0.07% | -90.7% |
| Q4 2021 | $51,452,000 | +8.4% | 1,020,261 | +9.8% | 0.73% | -8.0% |
| Q3 2021 | $47,460,000 | +13.5% | 929,318 | +14.0% | 0.79% | +2.5% |
| Q2 2021 | $41,804,000 | +32.6% | 815,043 | +32.6% | 0.77% | +19.5% |
| Q1 2021 | $31,515,000 | +648.0% | 614,455 | +653.2% | 0.65% | +482.9% |
| Q4 2020 | $4,213,000 | +26231.2% | 81,584 | +26217.4% | 0.11% | +11000.0% |
| Q1 2020 | $16,000 | – | 310 | – | 0.00% | – |
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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% |