ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,532 | +8.7% | 9,930 | +9.3% | 0.06% | +12.7% |
| Q2 2023 | $423,750 | +7.8% | 9,086 | +9.0% | 0.06% | -14.1% |
| Q1 2023 | $393,110 | -22.4% | 8,337 | -23.6% | 0.06% | -29.7% |
| Q4 2022 | $506,686 | -9.5% | 10,911 | -10.1% | 0.09% | -20.2% |
| Q3 2022 | $560,000 | +0.9% | 12,139 | +3.7% | 0.11% | -18.0% |
| Q2 2022 | $555,000 | -0.7% | 11,701 | +5.6% | 0.14% | +20.9% |
| Q4 2021 | $559,000 | +0.9% | 11,081 | +2.1% | 0.12% | -13.5% |
| Q3 2021 | $554,000 | +13.5% | 10,857 | +14.2% | 0.13% | +14.7% |
| Q2 2021 | $488,000 | +23.9% | 9,507 | +23.7% | 0.12% | +7.4% |
| Q1 2021 | $394,000 | +12.9% | 7,683 | +13.8% | 0.11% | +13.7% |
| Q4 2020 | $349,000 | +6.7% | 6,752 | +6.3% | 0.10% | -2.1% |
| Q3 2020 | $327,000 | – | 6,350 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |