ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,951 | +0.2% | 516 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $23,906 | -0.4% | 512 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $24,003 | +2.0% | 509 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $23,535 | +2.3% | 506 | +0.8% | 0.00% | 0.0% |
| Q3 2022 | $23,000 | 0.0% | 502 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -42.5% | 500 | -39.8% | 0.00% | -33.3% |
| Q1 2022 | $40,000 | +60.0% | 830 | +67.3% | 0.00% | +50.0% |
| Q4 2021 | $25,000 | 0.0% | 496 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | 0.0% | 494 | +0.4% | 0.00% | -33.3% |
| Q2 2021 | $25,000 | 0.0% | 492 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $25,000 | 0.0% | 490 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | 0.0% | 488 | +0.6% | 0.00% | -25.0% |
| Q3 2020 | $25,000 | +4.2% | 485 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +380.0% | 482 | +354.7% | 0.00% | +300.0% |
| Q1 2020 | $5,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 105 | +1.9% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | 0.0% | 103 | +1.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 102 | +1.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 101 | +1.0% | 0.00% | -50.0% |
| Q3 2017 | $5,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |