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 | $4,239,879 | +34.5% | 91,416 | +35.3% | 0.78% | +39.1% |
| Q2 2023 | $3,152,178 | +24.2% | 67,585 | +25.5% | 0.56% | +0.9% |
| Q1 2023 | $2,538,868 | -27.5% | 53,841 | -28.6% | 0.55% | -26.9% |
| Q4 2022 | $3,502,467 | +80.8% | 75,419 | +79.5% | 0.76% | +40.1% |
| Q3 2022 | $1,937,000 | +6.4% | 42,027 | +9.5% | 0.54% | +9.1% |
| Q2 2022 | $1,820,000 | -31.3% | 38,384 | -29.8% | 0.49% | -27.7% |
| Q1 2022 | $2,651,000 | +113.8% | 54,703 | +122.5% | 0.68% | +6.9% |
| Q4 2021 | $1,240,000 | +0.8% | 24,585 | +2.1% | 0.64% | -8.2% |
| Q3 2021 | $1,230,000 | -0.1% | 24,091 | +0.5% | 0.70% | -4.0% |
| Q2 2021 | $1,231,000 | +16.8% | 23,966 | +16.6% | 0.72% | +6.0% |
| Q1 2021 | $1,054,000 | +8.7% | 20,546 | +9.4% | 0.68% | +0.4% |
| Q4 2020 | $970,000 | – | 18,785 | – | 0.68% | – |
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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% |