ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,373,991 | +6.3% | 94,308 | +6.9% | 0.48% | +7.7% |
| Q2 2023 | $4,113,102 | -7.6% | 88,188 | -6.6% | 0.44% | -13.0% |
| Q1 2023 | $4,451,452 | +9.4% | 94,400 | +7.7% | 0.51% | +1.6% |
| Q4 2022 | $4,070,641 | -41.8% | 87,654 | -42.2% | 0.50% | -47.6% |
| Q3 2022 | $6,992,000 | +12.5% | 151,668 | +15.6% | 0.96% | +15.8% |
| Q2 2022 | $6,217,000 | – | 131,154 | – | 0.82% | – |
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% |