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 | $34,727 | +10.9% | 749 | +11.5% | 0.00% | – |
| Q2 2023 | $31,325 | -70.9% | 672 | -70.6% | 0.00% | – |
| Q1 2023 | $107,632 | +2026.3% | 2,282 | +1993.6% | 0.00% | – |
| Q4 2022 | $5,062 | -15.6% | 109 | -19.9% | 0.00% | – |
| Q3 2022 | $6,000 | – | 136 | +1260.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 10 | -99.3% | 0.00% | – |
| Q1 2022 | $65,000 | -65.1% | 1,353 | -63.5% | 0.00% | – |
| Q4 2021 | $186,000 | +43.1% | 3,702 | +45.6% | 0.00% | – |
| Q3 2021 | $130,000 | +132.1% | 2,542 | +133.0% | 0.00% | – |
| Q2 2021 | $56,000 | +33.3% | 1,091 | +35.7% | 0.00% | – |
| Q1 2021 | $42,000 | +950.0% | 804 | +834.9% | 0.00% | – |
| Q4 2020 | $4,000 | -92.2% | 86 | -91.3% | 0.00% | – |
| Q3 2020 | $51,000 | +920.0% | 990 | +987.9% | 0.00% | – |
| Q2 2020 | $5,000 | -88.6% | 91 | -89.8% | 0.00% | – |
| Q1 2020 | $44,000 | -50.6% | 889 | -49.5% | 0.00% | – |
| Q4 2019 | $89,000 | -21.9% | 1,762 | -21.9% | 0.00% | – |
| Q3 2019 | $114,000 | +338.5% | 2,256 | +330.5% | 0.00% | – |
| Q2 2019 | $26,000 | -3.7% | 524 | -4.4% | 0.00% | – |
| Q1 2019 | $27,000 | +12.5% | 548 | +8.9% | 0.00% | – |
| Q4 2018 | $24,000 | -62.5% | 503 | -61.7% | 0.00% | – |
| Q3 2018 | $64,000 | – | 1,313 | – | 0.00% | – |
Download | ||||||
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% |