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 | $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 ↓ |
|---|---|---|---|
| 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% |