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 | $50,122 | -90.6% | 1,081 | -89.8% | 0.01% | -96.3% |
| Q3 2019 | $533,000 | +0.4% | 10,557 | +0.2% | 0.14% | +1.5% |
| Q2 2019 | $531,000 | +11.1% | 10,539 | +10.0% | 0.13% | +7.2% |
| Q1 2019 | $478,000 | -20.9% | 9,580 | -22.1% | 0.12% | -22.8% |
| Q4 2018 | $604,000 | +64.6% | 12,304 | +64.3% | 0.16% | +72.3% |
| Q3 2018 | $367,000 | +42.2% | 7,488 | +42.6% | 0.09% | +38.2% |
| Q2 2018 | $258,000 | +80.4% | 5,251 | +81.6% | 0.07% | +78.9% |
| Q1 2018 | $143,000 | +581.0% | 2,891 | +586.7% | 0.04% | +660.0% |
| Q4 2017 | $21,000 | – | 421 | – | 0.01% | – |
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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% |