ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $921,408 | -28.9% | 19,756 | -29.2% | 0.09% | +62.1% |
| Q4 2022 | $1,295,913 | -5.9% | 27,905 | -6.6% | 0.06% | -28.4% |
| Q3 2022 | $1,377,000 | -0.6% | 29,867 | +2.5% | 0.08% | -34.1% |
| Q2 2022 | $1,386,000 | +4.8% | 29,145 | +6.8% | 0.12% | +64.0% |
| Q1 2022 | $1,322,000 | +42.8% | 27,280 | +48.6% | 0.08% | -3.8% |
| Q4 2021 | $926,000 | +30.1% | 18,359 | +32.3% | 0.08% | +36.8% |
| Q1 2021 | $712,000 | +161.8% | 13,874 | +163.4% | 0.06% | +128.0% |
| Q4 2020 | $272,000 | – | 5,267 | – | 0.02% | – |
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% |