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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $215,827 | -94.8% | 4,648 | -94.8% | 0.04% | -94.8% |
| Q3 2022 | $4,128,000 | -1.9% | 89,506 | +0.8% | 0.86% | +17.3% |
| Q2 2022 | $4,208,000 | -18.2% | 88,768 | -16.5% | 0.73% | -2.8% |
| Q1 2022 | $5,146,000 | +1.7% | 106,301 | +6.0% | 0.76% | +27.7% |
| Q4 2021 | $5,058,000 | -3.1% | 100,257 | -1.9% | 0.59% | -13.5% |
| Q3 2021 | $5,219,000 | -0.7% | 102,238 | -0.2% | 0.68% | +6.6% |
| Q2 2021 | $5,255,000 | -8.0% | 102,468 | -8.7% | 0.64% | -21.3% |
| Q1 2021 | $5,714,000 | +9.8% | 112,221 | +10.5% | 0.82% | +10.4% |
| Q4 2020 | $5,205,000 | +11.8% | 101,584 | +12.5% | 0.74% | +530.8% |
| Q3 2020 | $4,655,000 | +5.0% | 90,291 | +4.1% | 0.12% | -85.7% |
| Q2 2020 | $4,434,000 | +3.6% | 86,708 | +2.1% | 0.82% | -12.0% |
| Q1 2020 | $4,278,000 | +8.6% | 84,926 | +8.7% | 0.93% | +24.7% |
| Q4 2019 | $3,938,000 | +12.5% | 78,113 | +12.5% | 0.75% | -6.9% |
| Q3 2019 | $3,499,000 | -14.5% | 69,405 | -14.5% | 0.80% | +4.4% |
| Q2 2019 | $4,093,000 | +47.3% | 81,142 | +44.9% | 0.77% | +27.4% |
| Q1 2019 | $2,779,000 | +23.7% | 56,017 | +21.5% | 0.60% | -10.0% |
| Q4 2018 | $2,246,000 | +839.7% | 46,087 | +825.6% | 0.67% | +105.2% |
| Q3 2018 | $239,000 | -81.3% | 4,979 | -81.1% | 0.33% | -64.3% |
| Q2 2018 | $1,279,000 | +73.8% | 26,314 | +74.9% | 0.91% | +62.9% |
| Q1 2018 | $736,000 | – | 15,042 | – | 0.56% | – |
Download | ||||||
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% |