ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565 | -2.8% | 12,185 | -2.2% | 0.04% | 0.0% |
| Q2 2023 | $581 | -6.7% | 12,460 | -5.6% | 0.04% | -20.8% |
| Q1 2023 | $623 | -90.7% | 13,202 | -90.9% | 0.05% | -91.5% |
| Q4 2022 | $6,705 | -99.9% | 144,374 | +9.3% | 0.57% | +0.5% |
| Q3 2022 | $6,088,000 | -32.2% | 132,058 | -30.3% | 0.56% | -28.8% |
| Q2 2022 | $8,983,000 | -52.8% | 189,506 | -51.8% | 0.79% | -43.6% |
| Q1 2022 | $19,041,000 | -16.9% | 392,931 | -13.5% | 1.40% | -4.6% |
| Q4 2021 | $22,913,000 | -24.5% | 454,358 | -23.5% | 1.47% | -35.3% |
| Q3 2021 | $30,343,000 | +208.2% | 594,137 | +209.5% | 2.27% | +286.1% |
| Q2 2021 | $9,844,000 | -13.5% | 191,948 | -13.5% | 0.59% | -19.3% |
| Q1 2021 | $11,384,000 | – | 221,951 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |