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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $506,548 | -13.4% | 10,650 | -16.1% | 0.44% | -24.2% |
| Q3 2023 | $584,636 | -5.9% | 12,701 | -4.6% | 0.58% | +1.4% |
| Q2 2023 | $621,230 | -0.9% | 13,320 | +0.2% | 0.58% | -48.3% |
| Q1 2023 | $626,745 | -10.6% | 13,291 | -11.9% | 1.11% | +47.7% |
| Q4 2022 | $700,712 | -0.5% | 15,089 | -1.2% | 0.75% | -4.9% |
| Q3 2022 | $704,000 | -9.3% | 15,266 | -6.8% | 0.79% | -2.8% |
| Q2 2022 | $776,000 | -5.6% | 16,381 | -3.5% | 0.82% | +14.8% |
| Q1 2022 | $822,000 | -6.3% | 16,969 | -2.4% | 0.71% | -1.7% |
| Q4 2021 | $877,000 | – | 17,390 | – | 0.72% | – |
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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% |