ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,995,320 | -41.1% | 258,629 | -40.8% | 0.02% | -51.4% |
Q2 2023 | $20,378,279 | -25.2% | 437,031 | -24.3% | 0.04% | -27.5% |
Q1 2023 | $27,234,349 | -13.7% | 577,567 | -15.0% | 0.05% | -20.3% |
Q4 2022 | $31,550,279 | +2.6% | 679,364 | +1.9% | 0.06% | -8.6% |
Q3 2022 | $30,743,000 | -33.9% | 666,886 | -32.0% | 0.07% | -32.0% |
Q2 2022 | $46,484,000 | +25.2% | 980,543 | +10.1% | 0.10% | +43.1% |
Q1 2022 | $37,142,000 | -21.9% | 890,575 | -5.6% | 0.07% | -20.0% |
Q4 2021 | $47,583,000 | +27.2% | 943,809 | +28.8% | 0.09% | +15.4% |
Q3 2021 | $37,417,000 | +28.1% | 732,690 | +28.6% | 0.08% | +23.8% |
Q2 2021 | $29,209,000 | -3.9% | 569,788 | -3.8% | 0.06% | -13.7% |
Q1 2021 | $30,391,000 | -5.0% | 592,595 | -4.4% | 0.07% | -14.1% |
Q4 2020 | $31,998,000 | -13.2% | 619,651 | -13.4% | 0.08% | -22.7% |
Q3 2020 | $36,884,000 | -10.5% | 715,585 | -10.6% | 0.11% | -20.3% |
Q2 2020 | $41,221,000 | -52.3% | 800,856 | -53.2% | 0.14% | -61.0% |
Q1 2020 | $86,424,000 | – | 1,712,875 | – | 0.35% | – |
Download |
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% |