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 | $2,502,285 | -12.8% | 53,952 | -12.3% | 0.33% | -11.5% |
| Q2 2023 | $2,868,000 | -4.6% | 61,492 | -3.5% | 0.37% | -10.3% |
| Q1 2023 | $3,005,619 | -1.0% | 63,739 | -2.5% | 0.42% | -8.4% |
| Q4 2022 | $3,035,820 | -11.2% | 65,371 | -11.8% | 0.46% | -16.8% |
| Q3 2022 | $3,418,000 | -17.5% | 74,152 | -15.2% | 0.55% | -3.2% |
| Q2 2022 | $4,145,000 | -7.7% | 87,439 | -5.6% | 0.56% | +2.9% |
| Q1 2022 | $4,491,000 | +2.9% | 92,672 | +7.1% | 0.55% | +8.3% |
| Q4 2021 | $4,365,000 | +6.6% | 86,563 | +8.0% | 0.51% | -1.2% |
| Q3 2021 | $4,095,000 | +7.8% | 80,177 | +8.3% | 0.51% | +5.3% |
| Q2 2021 | $3,797,000 | +8.4% | 74,024 | +8.4% | 0.49% | -1.0% |
| Q1 2021 | $3,503,000 | +3.1% | 68,298 | +3.8% | 0.49% | -4.7% |
| Q4 2020 | $3,398,000 | – | 65,795 | – | 0.52% | – |
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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% |