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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $231,673 | -9.5% | 4,967 | -8.5% | 0.11% | -15.9% |
| Q1 2023 | $255,890 | -1.2% | 5,427 | -2.7% | 0.13% | -10.8% |
| Q4 2022 | $258,983 | -38.2% | 5,577 | -38.6% | 0.15% | -50.2% |
| Q3 2022 | $419,000 | -7.3% | 9,086 | -4.7% | 0.30% | -8.9% |
| Q2 2022 | $452,000 | +23.8% | 9,531 | +26.6% | 0.33% | +45.5% |
| Q1 2022 | $365,000 | +24.1% | 7,531 | +29.2% | 0.22% | +14.9% |
| Q4 2021 | $294,000 | – | 5,829 | – | 0.20% | – |
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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% |