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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $485,729 | -21.0% | 10,414 | -20.2% | 0.02% | -35.9% |
| Q1 2023 | $615,165 | -2.1% | 13,046 | -3.6% | 0.04% | -11.4% |
| Q4 2022 | $628,591 | +33.5% | 13,535 | +32.5% | 0.04% | +22.2% |
| Q3 2022 | $471,000 | +20.8% | 10,213 | +24.1% | 0.04% | +24.1% |
| Q2 2022 | $390,000 | -57.5% | 8,232 | -56.5% | 0.03% | -50.8% |
| Q1 2022 | $917,000 | -33.4% | 18,928 | -30.7% | 0.06% | -26.2% |
| Q4 2021 | $1,377,000 | -53.7% | 27,305 | -53.1% | 0.08% | -61.0% |
| Q3 2021 | $2,974,000 | +389.1% | 58,239 | +391.2% | 0.20% | +310.0% |
| Q2 2021 | $608,000 | -2.6% | 11,857 | -2.6% | 0.05% | -20.6% |
| Q1 2021 | $624,000 | – | 12,173 | – | 0.06% | – |
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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% |