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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $163,520 | -1.1% | 3,506 | 0.0% | 0.02% | +21.1% |
| Q1 2023 | $165,325 | -32.9% | 3,506 | -33.6% | 0.02% | +11.8% |
| Q4 2022 | $246,241 | -58.9% | 5,283 | -57.7% | 0.02% | -59.5% |
| Q1 2022 | $599,000 | -0.3% | 12,489 | +3.7% | 0.04% | +5.0% |
| Q4 2021 | $601,000 | -7.1% | 12,047 | -6.1% | 0.04% | -7.0% |
| Q3 2021 | $647,000 | +3.9% | 12,823 | +5.5% | 0.04% | -2.3% |
| Q2 2021 | $623,000 | +25.1% | 12,160 | +25.3% | 0.04% | +12.8% |
| Q1 2021 | $498,000 | -23.7% | 9,701 | -23.3% | 0.04% | -30.4% |
| Q4 2020 | $653,000 | – | 12,646 | – | 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% |