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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,435,174 | +4.6% | 117,187 | +5.2% | 0.02% | +5.0% |
| Q2 2023 | $5,195,388 | +110865.1% | 111,393 | +12.2% | 0.02% | 0.0% |
| Q1 2023 | $4,682 | -0.4% | 99,309 | -1.9% | 0.02% | -16.7% |
| Q4 2022 | $4,700 | -72.4% | 101,207 | +27106.2% | 0.02% | – |
| Q3 2022 | $17,000 | 0.0% | 372 | +0.3% | 0.00% | – |
| Q2 2022 | $17,000 | -92.6% | 371 | -92.2% | 0.00% | -100.0% |
| Q1 2022 | $231,000 | -81.1% | 4,780 | -80.3% | 0.00% | -83.3% |
| Q4 2021 | $1,221,000 | +3.8% | 24,214 | +5.1% | 0.01% | 0.0% |
| Q3 2021 | $1,176,000 | +1407.7% | 23,044 | +1400.3% | 0.01% | +500.0% |
| Q1 2020 | $78,000 | – | 1,536 | – | 0.00% | – |
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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% |