ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,937 | -0.6% | 5,432 | 0.0% | 0.22% | +4.7% |
| Q2 2023 | $253,349 | -1.1% | 5,432 | 0.0% | 0.21% | -15.2% |
| Q1 2023 | $256,146 | +1.5% | 5,432 | 0.0% | 0.25% | -6.0% |
| Q4 2022 | $252,263 | +0.7% | 5,432 | 0.0% | 0.27% | -1.8% |
| Q3 2022 | $250,416 | -2.7% | 5,432 | 0.0% | 0.27% | +8.0% |
| Q2 2022 | $257,477 | -2.2% | 5,432 | 0.0% | 0.25% | +10.1% |
| Q1 2022 | $263,235 | -3.9% | 5,432 | 0.0% | 0.23% | +12.3% |
| Q4 2021 | $273,936 | – | 5,432 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |