ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,840,795 | -6.7% | 82,812 | -6.2% | 0.58% | -14.5% |
Q2 2023 | $4,117,200 | -44.1% | 88,276 | -43.5% | 0.67% | -61.9% |
Q1 2023 | $7,361,739 | +69.8% | 156,118 | +67.2% | 1.77% | +53.5% |
Q4 2022 | $4,335,596 | -11.4% | 93,359 | -12.0% | 1.15% | -22.0% |
Q3 2022 | $4,892,000 | -9.7% | 106,104 | -7.2% | 1.48% | -6.7% |
Q2 2022 | $5,419,000 | -19.9% | 114,323 | -18.1% | 1.58% | -19.3% |
Q1 2022 | $6,766,000 | +64.9% | 139,630 | +71.7% | 1.96% | +134.1% |
Q4 2021 | $4,102,000 | -3.5% | 81,335 | -2.3% | 0.84% | -9.4% |
Q3 2021 | $4,251,000 | – | 83,236 | – | 0.92% | – |
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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% |