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 | $29,839,603 | +2.3% | 643,372 | +2.9% | 4.20% | +2.1% |
| Q2 2023 | $29,163,343 | +6.7% | 625,286 | +7.9% | 4.12% | -3.7% |
| Q1 2023 | $27,329,212 | +118490.6% | 579,561 | +16.8% | 4.27% | -3.0% |
| Q4 2022 | $23,045 | +97.1% | 496,236 | +95.6% | 4.41% | +74.7% |
| Q3 2022 | $11,693 | +58.8% | 253,642 | +63.2% | 2.52% | +37.4% |
| Q2 2022 | $7,365 | -99.9% | 155,377 | +43.5% | 1.84% | +43.4% |
| Q1 2022 | $5,247,000 | -42.5% | 108,282 | -39.4% | 1.28% | -59.4% |
| Q3 2021 | $9,125,000 | -18.1% | 178,683 | -17.7% | 3.16% | -18.8% |
| Q1 2021 | $11,138,000 | +1.8% | 217,166 | +2.5% | 3.88% | -10.3% |
| Q4 2020 | $10,938,000 | – | 211,820 | – | 4.33% | – |
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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% |