ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,836,327 | +3.8% | 332,976 | +1.2% | 2.19% | +6.8% |
| Q3 2023 | $15,261,838 | +5.3% | 329,061 | +5.9% | 2.05% | -1.2% |
| Q2 2023 | $14,496,225 | +3.9% | 310,811 | +5.1% | 2.08% | -5.4% |
| Q1 2023 | $13,947,887 | -9.9% | 295,788 | -11.3% | 2.20% | -19.3% |
| Q4 2022 | $15,481,656 | +2405.1% | 333,369 | +2386.5% | 2.72% | +1657.4% |
| Q3 2022 | $618,000 | +72.1% | 13,407 | +76.8% | 0.16% | +53.5% |
| Q2 2022 | $359,000 | -90.6% | 7,582 | -90.4% | 0.10% | -89.4% |
| Q1 2022 | $3,821,000 | +632.0% | 78,853 | +674.1% | 0.95% | +406.4% |
| Q1 2021 | $522,000 | – | 10,186 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Old North State Trust, LLC | 259,407 | $13,372,000 | 9.00% |
| Hudson Capital Management LLC | 323,797 | $16,691,735,000 | 8.16% |
| Courage Miller Partners, LLC | 286,562 | $14,749,000 | 7.93% |
| Acorns Advisers, LLC | 3,539,432 | $182,458,000 | 5.99% |
| Carl P. Sherr & Co., LLC | 116,266 | $5,994,000 | 5.43% |
| SPINNAKER TRUST | 1,163,752 | $59,990,000 | 5.32% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 134,296 | $6,923,000 | 5.28% |
| CAPITAL INSIGHT PARTNERS, LLC | 349,830 | $18,034,000 | 5.07% |
| Divergent Wealth Advisors | 337,903 | $17,419,000 | 4.70% |
| Danda Trouve Investment Management, Inc. | 64,819 | $3,341,000 | 4.55% |