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 | $1,423,356 | -7.9% | 30,689 | -7.4% | 0.57% | -11.1% |
| Q2 2023 | $1,545,510 | -7.0% | 33,137 | -5.9% | 0.65% | -14.4% |
| Q1 2023 | $1,661,247 | -2.9% | 35,230 | -4.4% | 0.76% | -17.0% |
| Q4 2022 | $1,710,594 | -17.6% | 36,835 | -18.3% | 0.91% | -58.3% |
| Q3 2022 | $2,077,000 | -9.3% | 45,069 | -6.8% | 2.18% | -13.1% |
| Q2 2022 | $2,291,000 | -8.3% | 48,354 | -6.2% | 2.51% | +3.2% |
| Q1 2022 | $2,498,000 | -10.5% | 51,556 | -6.9% | 2.44% | -0.8% |
| Q4 2021 | $2,791,000 | – | 55,363 | – | 2.46% | – |
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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% |