ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,883 | -5.5% | 6,897 | -5.0% | 0.00% | -20.0% |
| Q2 2023 | $338,560 | -90.5% | 7,259 | -90.4% | 0.01% | -90.6% |
| Q1 2023 | $3,552,075 | -31.3% | 75,328 | -32.3% | 0.05% | -36.1% |
| Q4 2022 | $5,167,159 | +49.4% | 111,265 | +48.3% | 0.08% | +38.3% |
| Q3 2022 | $3,458,808 | +9.3% | 75,028 | +12.4% | 0.06% | +1.7% |
| Q2 2022 | $3,164,000 | +23.9% | 66,768 | +26.8% | 0.06% | +40.5% |
| Q1 2022 | $2,553,000 | – | 52,674 | – | 0.04% | – |
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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% |