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 | $4,960,670 | -61.5% | 106,957 | -61.3% | 3.14% | -61.1% |
| Q2 2023 | $12,888,606 | -2.7% | 276,342 | -1.6% | 8.08% | -21.4% |
| Q1 2023 | $13,245,961 | +2.7% | 280,903 | +1.1% | 10.27% | -5.4% |
| Q4 2022 | $12,898,957 | +1.4% | 277,755 | +0.0% | 10.86% | -5.4% |
| Q3 2022 | $12,727,000 | +1.3% | 277,704 | +4.7% | 11.47% | +1.2% |
| Q2 2022 | $12,566,000 | +0.5% | 265,115 | +2.8% | 11.34% | +0.5% |
| Q1 2022 | $12,501,000 | +0.1% | 257,973 | +4.1% | 11.28% | -7.7% |
| Q4 2021 | $12,493,000 | – | 247,738 | – | 12.22% | – |
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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% |