ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,718,226 | -1.3% | 425,145 | -0.8% | 11.54% | +15.8% |
| Q2 2023 | $19,979,924 | +1.6% | 428,386 | +2.8% | 9.97% | -13.2% |
| Q1 2023 | $19,659,110 | +7.3% | 416,904 | +5.6% | 11.48% | +13.6% |
| Q4 2022 | $18,327,267 | -2.7% | 394,644 | -3.4% | 10.11% | -26.5% |
| Q3 2022 | $18,842,000 | -5.5% | 408,731 | -2.8% | 13.75% | +4.4% |
| Q2 2022 | $19,930,000 | – | 420,466 | – | 13.18% | – |
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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% |