ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,777 | -0.6% | 5,407 | 0.0% | 0.04% | +57.7% |
| Q2 2023 | $252,182 | -14.0% | 5,407 | -13.0% | 0.03% | -21.2% |
| Q1 2023 | $293,163 | +40.3% | 6,217 | +38.2% | 0.03% | +26.9% |
| Q4 2022 | $208,980 | +1.9% | 4,500 | +1.0% | 0.03% | -7.1% |
| Q3 2022 | $205,000 | -2.8% | 4,457 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $211,000 | +2.9% | 4,457 | +5.2% | 0.03% | +21.7% |
| Q1 2022 | $205,000 | – | 4,237 | – | 0.02% | – |
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% |