ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,915 | -1.1% | 4,394 | 0.0% | 0.07% | -5.2% |
| Q1 2023 | $207,178 | +1.5% | 4,394 | 0.0% | 0.08% | -7.2% |
| Q4 2022 | $204,053 | -49.5% | 4,394 | -49.8% | 0.08% | -52.8% |
| Q3 2022 | $404,000 | -27.9% | 8,758 | -25.8% | 0.18% | -26.7% |
| Q2 2022 | $560,000 | -17.4% | 11,809 | -15.6% | 0.24% | -42.4% |
| Q1 2022 | $678,000 | -16.2% | 14,000 | -12.8% | 0.42% | +21.9% |
| Q4 2021 | $809,000 | -9.7% | 16,046 | -8.5% | 0.34% | -19.9% |
| Q3 2021 | $896,000 | -1.5% | 17,540 | -1.2% | 0.43% | -13.9% |
| Q2 2021 | $910,000 | +1.1% | 17,745 | +1.2% | 0.50% | -32.5% |
| Q1 2021 | $900,000 | -7.8% | 17,542 | -7.2% | 0.74% | -34.5% |
| Q4 2020 | $976,000 | +2.1% | 18,902 | +2.0% | 1.12% | -20.2% |
| Q3 2020 | $956,000 | -43.7% | 18,537 | -43.8% | 1.41% | -44.9% |
| Q2 2020 | $1,697,000 | +1.7% | 32,971 | -0.2% | 2.55% | -2.8% |
| Q1 2020 | $1,668,000 | -20.3% | 33,034 | -20.5% | 2.62% | +5.3% |
| Q4 2019 | $2,094,000 | – | 41,545 | – | 2.49% | – |
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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% |