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 | $1,604,749 | -0.3% | 34,599 | +0.3% | 0.44% | -7.6% |
| Q2 2023 | $1,608,914 | -5.0% | 34,493 | -4.0% | 0.47% | +1.9% |
| Q1 2023 | $1,694,305 | -23.8% | 35,929 | -24.9% | 0.46% | -28.1% |
| Q4 2022 | $2,222,470 | -46.3% | 47,856 | -46.7% | 0.64% | -52.7% |
| Q3 2022 | $4,137,000 | -12.4% | 89,749 | -10.0% | 1.36% | -10.1% |
| Q2 2022 | $4,724,000 | -9.7% | 99,680 | -7.7% | 1.52% | -2.5% |
| Q1 2022 | $5,233,000 | -4.9% | 107,986 | -1.1% | 1.56% | -9.0% |
| Q4 2021 | $5,505,000 | -5.0% | 109,171 | -3.8% | 1.71% | -11.2% |
| Q3 2021 | $5,794,000 | -2.2% | 113,468 | -1.8% | 1.93% | -5.6% |
| Q2 2021 | $5,924,000 | -2.3% | 115,504 | -2.3% | 2.04% | -14.9% |
| Q1 2021 | $6,066,000 | -5.0% | 118,272 | -4.4% | 2.40% | -14.5% |
| Q4 2020 | $6,387,000 | – | 123,694 | – | 2.81% | – |
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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% |