ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |