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 | $1,310,500 | -16.6% | 28,256 | -16.1% | 0.38% | -26.1% |
Q2 2023 | $1,571,595 | +8.8% | 33,696 | +10.0% | 0.51% | +16.3% |
Q1 2023 | $1,444,100 | +10.6% | 30,625 | +8.9% | 0.44% | +16.0% |
Q4 2022 | $1,306,238 | -57.8% | 28,127 | -58.1% | 0.38% | -58.8% |
Q3 2022 | $3,092,000 | -85.7% | 67,065 | -85.3% | 0.92% | -84.7% |
Q2 2022 | $21,563,000 | – | 454,918 | – | 6.05% | – |
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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% |