ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |