ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 364 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $420,066 | -0.0% | 8,868 | +0.1% | 0.12% | -7.8% |
| Q1 2024 | $420,217 | -31.4% | 8,858 | -31.2% | 0.13% | -38.0% |
| Q4 2023 | $612,596 | +3.8% | 12,880 | +1.2% | 0.21% | -13.3% |
| 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. | 736,408 | $34,883,639 | 11.92% |
| Trust Point Inc. | 3,101,723 | $146,928,622 | 11.79% |
| Alexander Randolph Advisory, Inc. | 223,612 | $10,592,488 | 9.92% |
| Courage Miller Partners, LLC | 481,810 | $22,823,353 | 8.21% |
| FPC INVESTMENT ADVISORY, INC. | 174,420 | $8,330,300 | 7.50% |
| COREPATH WEALTH PARTNERS LLC | 114,339 | $5,428,822 | 5.73% |
| Townsend & Associates, Inc | 969,604 | $46,347,083 | 5.14% |
| Acorns Advisers, LLC | 9,754,334 | $462,063 | 4.95% |
| BOSTON MOUNTAIN MONEY MANAGEMENT INC | 157,452 | $7,458,519 | 4.92% |
| Omega Financial Group, LLC | 245,144 | $11,612,460 | 4.70% |