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 | $20,513,725 | +4.5% | 442,303 | +5.1% | 0.10% | +31.6% |
| Q2 2023 | $19,621,575 | +30.3% | 420,706 | +32.0% | 0.08% | +111.1% |
| Q1 2023 | $15,058,724 | +39.3% | 318,647 | +36.9% | 0.04% | -47.8% |
| Q4 2022 | $10,811,629 | +19.8% | 232,793 | +18.9% | 0.07% | -36.7% |
| Q3 2022 | $9,027,000 | +0.6% | 195,810 | +3.4% | 0.11% | +10.1% |
| Q2 2022 | $8,974,000 | – | 189,329 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Old North State Trust, LLC | 259,407 | $13,372,000 | 9.00% |
| Hudson Capital Management LLC | 323,797 | $16,691,735,000 | 8.16% |
| Courage Miller Partners, LLC | 286,562 | $14,749,000 | 7.93% |
| Acorns Advisers, LLC | 3,539,432 | $182,458,000 | 5.99% |
| Carl P. Sherr & Co., LLC | 116,266 | $5,994,000 | 5.43% |
| SPINNAKER TRUST | 1,163,752 | $59,990,000 | 5.32% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 134,296 | $6,923,000 | 5.28% |
| CAPITAL INSIGHT PARTNERS, LLC | 349,830 | $18,034,000 | 5.07% |
| Divergent Wealth Advisors | 337,903 | $17,419,000 | 4.70% |
| Danda Trouve Investment Management, Inc. | 64,819 | $3,341,000 | 4.55% |