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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96 | -1.0% | 2,070 | 0.0% | 0.06% | +17.3% |
| Q2 2023 | $97 | -1.0% | 2,070 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $98 | +2.1% | 2,070 | 0.0% | 0.05% | -8.6% |
| Q4 2022 | $96 | -99.9% | 2,070 | -7.1% | 0.06% | -31.0% |
| Q3 2022 | $103,000 | -2.8% | 2,228 | 0.0% | 0.08% | +13.5% |
| Q2 2022 | $106,000 | -1.9% | 2,228 | 0.0% | 0.07% | +27.6% |
| Q1 2022 | $108,000 | -3.6% | 2,228 | 0.0% | 0.06% | +18.4% |
| Q4 2021 | $112,000 | +6.7% | 2,228 | +8.7% | 0.05% | +16.7% |
| Q3 2021 | $105,000 | 0.0% | 2,050 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $105,000 | 0.0% | 2,050 | 0.0% | 0.04% | -8.5% |
| Q1 2021 | $105,000 | -0.9% | 2,050 | 0.0% | 0.05% | +9.3% |
| Q4 2020 | $106,000 | 0.0% | 2,050 | 0.0% | 0.04% | -25.9% |
| Q3 2020 | $106,000 | – | 2,050 | – | 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% |