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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $230,305 | +1.5% | 4,884 | 0.0% | 0.10% | -9.5% |
| Q4 2022 | $226,813 | +0.8% | 4,884 | 0.0% | 0.12% | -10.1% |
| Q3 2022 | $225,000 | -3.0% | 4,884 | 0.0% | 0.13% | -0.8% |
| Q2 2022 | $232,000 | -70.7% | 4,884 | -68.6% | 0.13% | -69.8% |
| Q3 2021 | $793,000 | -48.6% | 15,536 | -48.3% | 0.43% | -50.4% |
| Q2 2021 | $1,542,000 | -51.4% | 30,064 | -51.4% | 0.87% | -55.4% |
| Q1 2021 | $3,173,000 | -22.6% | 61,856 | -22.1% | 1.95% | -23.8% |
| Q4 2020 | $4,100,000 | -22.3% | 79,387 | -22.4% | 2.56% | -15.8% |
| Q3 2020 | $5,275,000 | -3.7% | 102,332 | -3.8% | 3.04% | -4.7% |
| Q2 2020 | $5,476,000 | -3.8% | 106,393 | -5.6% | 3.19% | -14.2% |
| Q1 2020 | $5,691,000 | +42.2% | 112,698 | +42.2% | 3.72% | +73.4% |
| Q4 2019 | $4,001,000 | +145.3% | 79,248 | +144.5% | 2.14% | +147.9% |
| Q3 2019 | $1,631,000 | +20.0% | 32,415 | +20.3% | 0.86% | +16.6% |
| Q2 2019 | $1,359,000 | – | 26,943 | – | 0.74% | – |
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% |