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 | $1,422,105 | -7.7% | 30,662 | -7.2% | 1.17% | -8.2% |
| Q2 2023 | $1,540,379 | -3.9% | 33,027 | -2.8% | 1.27% | -7.8% |
| Q1 2023 | $1,602,280 | +3.1% | 33,979 | +1.5% | 1.38% | -8.3% |
| Q4 2022 | $1,554,068 | -4.9% | 33,464 | -5.6% | 1.51% | -15.1% |
| Q3 2022 | $1,635,000 | +15.9% | 35,465 | +19.1% | 1.78% | +20.0% |
| Q2 2022 | $1,411,000 | -19.8% | 29,770 | -18.0% | 1.48% | -12.5% |
| Q1 2022 | $1,759,000 | -5.7% | 36,308 | -1.9% | 1.69% | -7.3% |
| Q4 2021 | $1,866,000 | – | 37,007 | – | 1.82% | – |
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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% |