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 | $21,555,105 | +3.5% | 464,750 | +4.0% | 1.11% | +1.7% |
| Q2 2023 | $20,833,901 | +0.9% | 446,696 | +2.0% | 1.09% | -13.0% |
| Q1 2023 | $20,652,496 | +3.1% | 437,924 | +1.6% | 1.25% | +3.4% |
| Q4 2022 | $20,023,210 | +1.3% | 431,163 | +0.5% | 1.21% | -10.9% |
| Q3 2022 | $19,770,000 | -6.9% | 428,858 | -4.0% | 1.36% | +29.7% |
| Q2 2022 | $21,243,000 | -3.3% | 446,851 | -1.4% | 1.05% | +11.2% |
| Q1 2022 | $21,965,000 | -6.9% | 453,264 | -3.1% | 0.94% | +5.0% |
| Q4 2021 | $23,592,000 | +3.8% | 467,823 | +5.1% | 0.90% | +3.1% |
| Q3 2021 | $22,729,000 | +9739.4% | 445,151 | +9744.1% | 0.87% | +9577.8% |
| Q2 2021 | $231,000 | +13.2% | 4,522 | +13.8% | 0.01% | +50.0% |
| Q1 2021 | $204,000 | +0.5% | 3,972 | 0.0% | 0.01% | -25.0% |
| Q4 2020 | $203,000 | +29.3% | 3,972 | +30.1% | 0.01% | 0.0% |
| Q3 2020 | $157,000 | +0.6% | 3,052 | +0.3% | 0.01% | -11.1% |
| Q2 2020 | $156,000 | +2.6% | 3,042 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $152,000 | -0.7% | 3,042 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $153,000 | 0.0% | 3,042 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $153,000 | 0.0% | 3,042 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $153,000 | +1.3% | 3,042 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $151,000 | +1.3% | 3,042 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $149,000 | 0.0% | 3,042 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $149,000 | -0.7% | 3,042 | 0.0% | 0.01% | -23.1% |
| Q1 2018 | $150,000 | -0.7% | 3,042 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $151,000 | -0.7% | 3,042 | 0.0% | 0.01% | -13.3% |
| Q3 2017 | $152,000 | 0.0% | 3,042 | 0.0% | 0.02% | -6.2% |
| Q2 2017 | $152,000 | +4966.7% | 3,042 | +4970.0% | 0.02% | – |
| Q1 2017 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 60 | +100.0% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2016 | $3,000 | – | 30 | – | 0.00% | – |
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% |