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 2023 | $10,883,081 | +2.1% | 234,650 | +2.7% | 5.32% | +9.0% |
| Q2 2023 | $10,654,234 | +0.2% | 228,436 | +1.3% | 4.88% | -0.6% |
| Q1 2023 | $10,632,628 | +1.9% | 225,483 | +0.8% | 4.91% | -8.8% |
| Q4 2022 | $10,436,357 | -5.6% | 223,691 | -6.8% | 5.38% | -5.9% |
| Q3 2022 | $11,061,000 | -2.1% | 239,937 | +0.7% | 5.72% | +5.0% |
| Q2 2022 | $11,297,000 | -15.8% | 238,343 | -13.9% | 5.45% | -6.2% |
| Q1 2022 | $13,418,000 | +3.2% | 276,882 | +7.4% | 5.81% | +0.8% |
| Q4 2021 | $13,000,000 | +2.1% | 257,776 | +3.4% | 5.76% | -5.0% |
| Q3 2021 | $12,732,000 | +5.2% | 249,302 | +5.7% | 6.07% | +3.8% |
| Q2 2021 | $12,100,000 | +237.5% | 235,910 | +237.5% | 5.84% | +220.6% |
| Q1 2021 | $3,585,000 | +7.5% | 69,891 | +8.3% | 1.82% | +1.2% |
| Q4 2020 | $3,334,000 | +3.5% | 64,554 | +3.3% | 1.80% | -8.1% |
| Q3 2020 | $3,222,000 | – | 62,509 | – | 1.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Old North State Trust, LLC | 259,407 | $13,372,000 | 9.00% |
| Hudson Capital Management LLC | 323,797 | $16,691,735,000 | 8.16% |
| Courage Miller Partners, LLC | 286,562 | $14,749,000 | 7.93% |
| Acorns Advisers, LLC | 3,539,432 | $182,458,000 | 5.99% |
| Carl P. Sherr & Co., LLC | 116,266 | $5,994,000 | 5.43% |
| SPINNAKER TRUST | 1,163,752 | $59,990,000 | 5.32% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 134,296 | $6,923,000 | 5.28% |
| CAPITAL INSIGHT PARTNERS, LLC | 349,830 | $18,034,000 | 5.07% |
| Divergent Wealth Advisors | 337,903 | $17,419,000 | 4.70% |
| Danda Trouve Investment Management, Inc. | 64,819 | $3,341,000 | 4.55% |