ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,751,522 | +4.8% | 59,326 | +5.4% | 0.46% | +7.5% |
| Q2 2023 | $2,624,547 | +4.0% | 56,272 | +5.1% | 0.43% | -3.2% |
| Q1 2023 | $2,523,704 | -0.9% | 53,519 | -2.4% | 0.44% | -5.3% |
| Q4 2022 | $2,546,410 | -0.1% | 54,832 | -1.1% | 0.47% | -12.7% |
| Q3 2022 | $2,550,000 | -0.3% | 55,421 | +2.7% | 0.54% | +3.9% |
| Q2 2022 | $2,558,000 | -0.6% | 53,958 | +0.7% | 0.52% | +8.6% |
| Q1 2022 | $2,574,000 | +3.7% | 53,569 | +8.4% | 0.48% | +2.8% |
| Q4 2021 | $2,483,000 | +22.6% | 49,419 | +24.6% | 0.46% | +5.5% |
| Q3 2021 | $2,026,000 | +10.5% | 39,669 | +10.9% | 0.44% | +11.2% |
| Q2 2021 | $1,834,000 | +18.3% | 35,765 | +18.4% | 0.39% | +13.5% |
| Q1 2021 | $1,550,000 | +19.2% | 30,216 | +20.0% | 0.35% | +15.3% |
| Q4 2020 | $1,300,000 | +13.6% | 25,189 | +13.4% | 0.30% | -1.0% |
| Q3 2020 | $1,144,000 | +5.1% | 22,204 | +5.1% | 0.30% | -5.0% |
| Q2 2020 | $1,088,000 | +3.7% | 21,125 | +2.5% | 0.32% | -14.0% |
| Q1 2020 | $1,049,000 | +22.7% | 20,618 | +21.7% | 0.37% | +47.0% |
| Q4 2019 | $855,000 | +3.8% | 16,943 | +3.8% | 0.25% | -11.5% |
| Q3 2019 | $824,000 | +21.0% | 16,318 | +20.8% | 0.29% | +18.7% |
| Q2 2019 | $681,000 | +60.2% | 13,505 | +58.5% | 0.24% | +49.7% |
| Q1 2019 | $425,000 | +54.0% | 8,521 | +51.7% | 0.16% | +41.2% |
| Q4 2018 | $276,000 | – | 5,618 | – | 0.11% | – |
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% |