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 | $590,371 | -18.0% | 12,729 | -17.5% | 0.24% | -15.8% |
| Q2 2023 | $719,707 | -1.5% | 15,431 | -0.4% | 0.28% | -35.2% |
| Q1 2023 | $730,592 | +2.0% | 15,493 | +0.4% | 0.44% | -7.6% |
| Q4 2022 | $716,603 | +855.6% | 15,431 | +848.4% | 0.48% | +610.4% |
| Q3 2022 | $74,988 | -63.0% | 1,627 | -62.0% | 0.07% | -59.4% |
| Q2 2022 | $202,719 | +1009.1% | 4,277 | +1034.5% | 0.16% | +1000.0% |
| Q1 2022 | $18,277 | -3.7% | 377 | +0.3% | 0.02% | -6.2% |
| Q4 2021 | $18,972 | – | 376 | – | 0.02% | – |
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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% |