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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $274,150 | -29.3% | 5,878 | -28.5% | 0.02% | -34.4% |
| Q1 2023 | $387,756 | -68.9% | 8,223 | -69.4% | 0.03% | -73.8% |
| Q4 2022 | $1,248,632 | -7.9% | 26,887 | -8.6% | 0.12% | -21.3% |
| Q3 2022 | $1,356,000 | -9.7% | 29,421 | -7.1% | 0.16% | -8.8% |
| Q2 2022 | $1,501,000 | -6.1% | 31,669 | -4.0% | 0.17% | +6.2% |
| Q1 2022 | $1,598,000 | -6.3% | 32,978 | -2.4% | 0.16% | -4.8% |
| Q4 2021 | $1,705,000 | -1.6% | 33,806 | -0.4% | 0.17% | -12.5% |
| Q3 2021 | $1,733,000 | – | 33,935 | – | 0.19% | – |
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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% |