ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $24,141 | +2.5% | 513 | +0.6% | 0.01% | -7.7% |
| Q3 2023 | $23,560 | +0.2% | 510 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $23,502 | -0.7% | 506 | +0.6% | 0.01% | -7.1% |
| Q1 2023 | $23,662 | -19.5% | 503 | -20.4% | 0.01% | -30.0% |
| Q4 2022 | $29,408 | -2.0% | 632 | -4.2% | 0.02% | -9.1% |
| Q3 2022 | $30,000 | -6.2% | 660 | +0.3% | 0.02% | 0.0% |
| Q2 2022 | $32,000 | 0.0% | 658 | +0.6% | 0.02% | +4.8% |
| Q1 2022 | $32,000 | -3.0% | 654 | +0.2% | 0.02% | -4.5% |
| Q4 2021 | $33,000 | 0.0% | 653 | +0.5% | 0.02% | -8.3% |
| Q3 2021 | $33,000 | 0.0% | 650 | +0.5% | 0.02% | -4.0% |
| Q2 2021 | $33,000 | 0.0% | 647 | +0.5% | 0.02% | -7.4% |
| Q1 2021 | $33,000 | 0.0% | 644 | +0.2% | 0.03% | -15.6% |
| Q4 2020 | $33,000 | 0.0% | 643 | +0.8% | 0.03% | -11.1% |
| Q3 2020 | $33,000 | 0.0% | 638 | +0.5% | 0.04% | -2.7% |
| Q2 2020 | $33,000 | +3.1% | 635 | +0.6% | 0.04% | -7.5% |
| Q1 2020 | $32,000 | -13.5% | 631 | -13.3% | 0.04% | +11.1% |
| Q4 2019 | $37,000 | – | 728 | – | 0.04% | – |
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% |