ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $499,378 | -42.2% | 10,571 | -42.3% | 0.10% | -48.0% |
| Q4 2022 | $864,182 | -27.3% | 18,309 | -29.0% | 0.20% | -36.9% |
| Q3 2022 | $1,189,000 | -11.6% | 25,801 | -9.1% | 0.32% | +10.8% |
| Q2 2022 | $1,345,000 | -9.3% | 28,377 | -7.3% | 0.29% | +7.9% |
| Q1 2022 | $1,483,000 | -6.1% | 30,596 | -2.4% | 0.26% | -4.0% |
| Q4 2021 | $1,580,000 | +3.0% | 31,335 | +3.7% | 0.28% | -2.5% |
| Q3 2021 | $1,534,000 | -0.2% | 30,217 | +0.7% | 0.28% | -22.9% |
| Q2 2021 | $1,537,000 | +48.1% | 30,015 | +48.4% | 0.37% | +39.0% |
| Q1 2021 | $1,038,000 | – | 20,225 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |