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 | $4,960,670 | -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 ↓ |
|---|---|---|---|
| Old North State Trust, LLC | 259,407 | $13,372,000 | 9.00% |
| Hudson Capital Management LLC | 323,797 | $16,691,735,000 | 8.16% |
| Courage Miller Partners, LLC | 286,562 | $14,749,000 | 7.93% |
| Acorns Advisers, LLC | 3,539,432 | $182,458,000 | 5.99% |
| Carl P. Sherr & Co., LLC | 116,266 | $5,994,000 | 5.43% |
| SPINNAKER TRUST | 1,163,752 | $59,990,000 | 5.32% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 134,296 | $6,923,000 | 5.28% |
| CAPITAL INSIGHT PARTNERS, LLC | 349,830 | $18,034,000 | 5.07% |
| Divergent Wealth Advisors | 337,903 | $17,419,000 | 4.70% |
| Danda Trouve Investment Management, Inc. | 64,819 | $3,341,000 | 4.55% |