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 | $1,178,954 | -27.3% | 25,419 | -26.9% | 0.42% | -26.5% |
| Q2 2023 | $1,620,726 | -12.9% | 34,750 | -12.0% | 0.57% | -17.5% |
| Q1 2023 | $1,861,068 | -6.1% | 39,467 | -7.6% | 0.69% | -13.1% |
| Q4 2022 | $1,982,661 | -29.3% | 42,693 | -29.8% | 0.79% | -41.9% |
| Q3 2022 | $2,804,000 | -14.8% | 60,824 | -12.4% | 1.36% | -14.0% |
| Q2 2022 | $3,292,000 | -39.5% | 69,453 | -38.1% | 1.58% | -41.2% |
| Q1 2022 | $5,442,000 | +22.3% | 112,289 | +27.2% | 2.68% | +18.9% |
| Q4 2021 | $4,451,000 | +128.1% | 88,256 | +131.0% | 2.26% | +86.8% |
| Q3 2021 | $1,951,000 | +11.2% | 38,204 | +11.7% | 1.21% | +8.1% |
| Q2 2021 | $1,755,000 | +12.5% | 34,215 | +12.5% | 1.12% | +2.9% |
| Q1 2021 | $1,560,000 | +15.2% | 30,421 | +16.0% | 1.09% | +6.6% |
| Q4 2020 | $1,354,000 | +47.3% | 26,221 | +47.2% | 1.02% | +31.1% |
| Q3 2020 | $919,000 | +29.4% | 17,818 | +29.1% | 0.78% | +21.0% |
| Q2 2020 | $710,000 | +9.6% | 13,799 | +7.5% | 0.64% | -6.1% |
| Q1 2020 | $648,000 | – | 12,839 | – | 0.68% | – |
Download | ||||||
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% |