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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,709,978 | -7.4% | 36,869 | -6.9% | 0.02% | -6.2% |
| Q2 2023 | $1,846,830 | -29.3% | 39,598 | -28.5% | 0.02% | -30.4% |
| Q1 2023 | $2,611,587 | +10.2% | 55,383 | +8.6% | 0.02% | +4.5% |
| Q4 2022 | $2,368,938 | +86.5% | 51,011 | +85.1% | 0.02% | -12.0% |
| Q3 2022 | $1,270,000 | -50.0% | 27,552 | -48.6% | 0.02% | -37.5% |
| Q2 2022 | $2,542,000 | +254.0% | 53,637 | +262.1% | 0.04% | +300.0% |
| Q1 2022 | $718,000 | -3.0% | 14,814 | +1.0% | 0.01% | -9.1% |
| Q4 2021 | $740,000 | +15.4% | 14,674 | +16.9% | 0.01% | +10.0% |
| Q3 2021 | $641,000 | +0.2% | 12,555 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $640,000 | +1.3% | 12,476 | +1.3% | 0.01% | -16.7% |
| Q1 2021 | $632,000 | +73.6% | 12,313 | +74.7% | 0.01% | +71.4% |
| Q4 2020 | $364,000 | – | 7,047 | – | 0.01% | – |
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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% |