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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $4,000 | -100.0% | 71 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $10,916,000 | +8.0% | 216,157 | +7.7% | 9.61% | +185.8% |
| Q4 2019 | $10,111,000 | +13.8% | 200,613 | +13.9% | 3.36% | +9.0% |
| Q2 2019 | $8,881,000 | 0.0% | 176,114 | 0.0% | 3.08% | 0.0% |
| Q1 2019 | $8,881,000 | +404.6% | 176,114 | +390.9% | 3.08% | +368.7% |
| Q4 2018 | $1,760,000 | – | 35,875 | – | 0.66% | – |
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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% |