ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $54,405,000 | -2.5% | 1,180,161 | +0.3% | 13.83% | -0.0% |
| Q2 2022 | $55,778,000 | -3.9% | 1,176,754 | -1.7% | 13.83% | +3.6% |
| Q1 2022 | $58,027,000 | -2.0% | 1,197,419 | +2.0% | 13.35% | -0.2% |
| Q4 2021 | $59,200,000 | +2.4% | 1,173,904 | +3.7% | 13.37% | -5.2% |
| Q3 2021 | $57,835,000 | +2.9% | 1,132,457 | +3.3% | 14.11% | -0.1% |
| Q2 2021 | $56,204,000 | +9.3% | 1,095,816 | +9.3% | 14.13% | -1.4% |
| Q1 2021 | $51,434,000 | -48.6% | 1,002,810 | -48.2% | 14.34% | -33.5% |
| Q4 2020 | $99,970,000 | – | 1,935,906 | – | 21.57% | – |
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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% |