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 | $2,000,945 | -0.9% | 43,140 | -0.3% | 0.77% | -9.3% |
| Q2 2023 | $2,018,165 | -1.8% | 43,270 | -0.8% | 0.85% | +8.7% |
| Q1 2023 | $2,056,170 | -1.1% | 43,604 | -2.6% | 0.78% | -17.5% |
| Q4 2022 | $2,079,401 | -2.5% | 44,775 | -3.1% | 0.95% | -6.8% |
| Q3 2022 | $2,132,000 | -2.5% | 46,225 | +0.0% | 1.02% | +20.4% |
| Q2 2022 | $2,186,000 | -54.8% | 46,214 | -53.6% | 0.84% | -52.9% |
| Q1 2022 | $4,832,000 | -38.0% | 99,549 | -35.5% | 1.79% | -33.0% |
| Q4 2021 | $7,791,000 | -1.5% | 154,440 | -0.2% | 2.67% | +11.8% |
| Q3 2021 | $7,906,000 | -1.3% | 154,816 | -0.9% | 2.39% | -4.9% |
| Q2 2021 | $8,014,000 | – | 156,213 | – | 2.51% | – |
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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% |