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 | $8,862 | -88.0% | 190 | -87.9% | 0.01% | -87.7% |
| Q1 2023 | $73,798 | -0.4% | 1,565 | -1.9% | 0.06% | -9.7% |
| Q4 2022 | $74,071 | +0.1% | 1,595 | -1.0% | 0.07% | +1.4% |
| Q3 2022 | $74,000 | -99.9% | 1,611 | -42.6% | 0.07% | -34.9% |
| Q2 2022 | $137,661,000 | +174154.4% | 2,806 | +70.6% | 0.11% | +122.4% |
| Q1 2022 | $79,000 | -94.7% | 1,645 | -97.8% | 0.05% | +308.3% |
| Q4 2021 | $1,490,000 | – | 75,140 | – | 0.01% | – |
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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% |