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 2022 | $344,000 | -29.7% | 7,470 | -27.6% | 0.03% | -31.7% |
| Q2 2022 | $489,000 | -53.3% | 10,315 | -52.3% | 0.04% | -44.6% |
| Q1 2022 | $1,047,000 | -8.1% | 21,603 | -4.3% | 0.07% | -12.9% |
| Q4 2021 | $1,139,000 | +22.7% | 22,576 | +24.3% | 0.08% | -33.1% |
| Q3 2021 | $928,000 | +78.1% | 18,168 | +78.8% | 0.13% | +36.6% |
| Q2 2021 | $521,000 | -7.6% | 10,160 | -7.6% | 0.09% | -14.7% |
| Q1 2021 | $564,000 | – | 10,998 | – | 0.11% | – |
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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% |