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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |