ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,836 | -4.4% | 621,732 | -3.9% | 1.56% | -2.2% |
| Q2 2023 | $30,167 | -1.1% | 646,812 | 0.0% | 1.60% | -5.0% |
| Q1 2023 | $30,500 | -0.5% | 646,812 | -2.0% | 1.68% | -7.2% |
| Q4 2022 | $30,642 | -99.9% | 659,812 | -5.2% | 1.81% | -16.1% |
| Q3 2022 | $32,100,000 | -2.1% | 696,312 | +0.6% | 2.16% | -2.0% |
| Q2 2022 | $32,805,000 | -4.6% | 692,088 | -2.5% | 2.21% | +2.1% |
| Q1 2022 | $34,387,000 | +0.8% | 709,588 | +4.9% | 2.16% | -0.4% |
| Q4 2021 | $34,120,000 | -1.1% | 676,588 | 0.0% | 2.17% | -4.4% |
| Q3 2021 | $34,513,000 | +2.0% | 676,588 | +2.6% | 2.27% | +1.0% |
| Q2 2021 | $33,834,000 | +4.7% | 659,659 | +4.7% | 2.25% | -3.1% |
| Q1 2021 | $32,329,000 | +0.9% | 630,313 | +1.6% | 2.32% | -6.6% |
| Q4 2020 | $32,035,000 | -4.3% | 620,361 | -4.5% | 2.49% | -12.9% |
| Q3 2020 | $33,481,000 | -2.9% | 649,488 | -3.0% | 2.85% | -33.8% |
| Q2 2020 | $34,465,000 | – | 669,604 | – | 4.31% | – |
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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% |