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 | $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% |