ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |