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 | $310,746 | -1.7% | 6,700 | -1.2% | 0.32% | +2.2% |
| Q2 2023 | $316,219 | +11.2% | 6,780 | +12.4% | 0.32% | +5.7% |
| Q1 2023 | $284,345 | +2.9% | 6,030 | +1.3% | 0.30% | -2.0% |
| Q4 2022 | $276,318 | +15.1% | 5,950 | +14.4% | 0.30% | +3.8% |
| Q3 2022 | $240,000 | -8.4% | 5,200 | -5.9% | 0.29% | -4.6% |
| Q2 2022 | $262,000 | +2.3% | 5,525 | +4.7% | 0.31% | +22.8% |
| Q1 2022 | $256,000 | – | 5,275 | – | 0.25% | – |
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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% |