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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,131,975 | +0.1% | 154,038 | +1.1% | 4.30% | +2.8% |
| Q2 2023 | $7,126,540 | +0.1% | 152,374 | +0.9% | 4.18% | -6.4% |
| Q1 2023 | $7,117,424 | +8.5% | 150,985 | +7.9% | 4.47% | +2.2% |
| Q4 2022 | $6,559,245 | +4.6% | 139,916 | +2.3% | 4.37% | -6.2% |
| Q3 2022 | $6,271,000 | -1.1% | 136,752 | +1.9% | 4.66% | -0.7% |
| Q2 2022 | $6,341,000 | +6.7% | 134,255 | +8.3% | 4.69% | +13.5% |
| Q1 2022 | $5,941,000 | +22.4% | 123,970 | +27.9% | 4.13% | +19.0% |
| Q4 2021 | $4,855,000 | +0.4% | 96,897 | +2.3% | 3.47% | -6.4% |
| Q3 2021 | $4,834,000 | +2.7% | 94,759 | +3.1% | 3.71% | +1.8% |
| Q2 2021 | $4,708,000 | +10.0% | 91,894 | +10.1% | 3.64% | -3.2% |
| Q1 2021 | $4,279,000 | +13.4% | 83,437 | +13.8% | 3.76% | -4.2% |
| Q4 2020 | $3,773,000 | – | 73,330 | – | 3.93% | – |
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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% |