ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,711,638 | -11.0% | 123,149 | -10.5% | 3.87% | -8.1% |
Q2 2023 | $6,419,240 | -2.9% | 137,634 | -1.8% | 4.21% | -11.0% |
Q1 2023 | $6,608,147 | +8.2% | 140,137 | +6.6% | 4.74% | +2.1% |
Q4 2022 | $6,107,798 | -27.7% | 131,520 | -28.2% | 4.64% | -31.2% |
Q3 2022 | $8,445,000 | -2.0% | 183,184 | +0.7% | 6.74% | +4.4% |
Q2 2022 | $8,621,000 | +3.1% | 181,875 | +5.4% | 6.45% | +14.3% |
Q1 2022 | $8,365,000 | -7.1% | 172,614 | -3.3% | 5.64% | +3.6% |
Q4 2021 | $9,003,000 | +2.5% | 178,533 | +3.8% | 5.45% | -22.3% |
Q3 2021 | $8,785,000 | +0.3% | 172,015 | +0.7% | 7.01% | +16.4% |
Q2 2021 | $8,761,000 | +29.8% | 170,816 | +29.8% | 6.03% | +18.6% |
Q1 2021 | $6,751,000 | +2.7% | 131,633 | +3.4% | 5.08% | -3.1% |
Q4 2020 | $6,575,000 | +9.7% | 127,328 | +9.5% | 5.24% | -3.4% |
Q3 2020 | $5,994,000 | +7.1% | 116,266 | +6.9% | 5.43% | -2.3% |
Q2 2020 | $5,597,000 | +18.6% | 108,748 | +16.3% | 5.55% | -0.8% |
Q1 2020 | $4,720,000 | +4.1% | 93,473 | +3.9% | 5.60% | +26.2% |
Q4 2019 | $4,535,000 | – | 89,973 | – | 4.43% | – |
Download |
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% |