ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,885,715 | -16.0% | 62,219 | -15.5% | 1.05% | -16.2% |
| Q2 2023 | $3,434,590 | -5.3% | 73,640 | -4.2% | 1.25% | -10.9% |
| Q1 2023 | $3,626,062 | -0.8% | 76,897 | -2.3% | 1.40% | -6.0% |
| Q4 2022 | $3,656,925 | -59.5% | 78,745 | -59.8% | 1.49% | -66.6% |
| Q3 2022 | $9,029,000 | -15.5% | 195,864 | -13.2% | 4.47% | -12.0% |
| Q2 2022 | $10,690,000 | -7.2% | 225,524 | -5.1% | 5.08% | -4.8% |
| Q1 2022 | $11,520,000 | -1.6% | 237,723 | +2.5% | 5.33% | -6.9% |
| Q4 2021 | $11,702,000 | +621.9% | 232,036 | +631.0% | 5.73% | +452.7% |
| Q3 2021 | $1,621,000 | -0.4% | 31,743 | 0.0% | 1.04% | -6.1% |
| Q2 2021 | $1,628,000 | +0.4% | 31,743 | +0.4% | 1.10% | -12.4% |
| Q1 2021 | $1,622,000 | -2.1% | 31,627 | -1.5% | 1.26% | -11.9% |
| Q4 2020 | $1,657,000 | – | 32,094 | – | 1.43% | – |
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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% |