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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Old North State Trust, LLC | 259,407 | $13,372,000 | 9.00% |
| Hudson Capital Management LLC | 323,797 | $16,691,735,000 | 8.16% |
| Courage Miller Partners, LLC | 286,562 | $14,749,000 | 7.93% |
| Acorns Advisers, LLC | 3,539,432 | $182,458,000 | 5.99% |
| Carl P. Sherr & Co., LLC | 116,266 | $5,994,000 | 5.43% |
| SPINNAKER TRUST | 1,163,752 | $59,990,000 | 5.32% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 134,296 | $6,923,000 | 5.28% |
| CAPITAL INSIGHT PARTNERS, LLC | 349,830 | $18,034,000 | 5.07% |
| Divergent Wealth Advisors | 337,903 | $17,419,000 | 4.70% |
| Danda Trouve Investment Management, Inc. | 64,819 | $3,341,000 | 4.55% |