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 | $8,169,002 | -3.5% | 176,132 | -3.0% | 1.66% | -1.8% |
| Q2 2023 | $8,468,425 | -3.8% | 181,570 | -2.8% | 1.70% | -7.3% |
| Q1 2023 | $8,804,310 | -0.3% | 186,710 | -1.8% | 1.83% | -5.5% |
| Q4 2022 | $8,831,588 | -16.6% | 190,172 | -17.2% | 1.94% | -23.1% |
| Q3 2022 | $10,589,000 | -2.8% | 229,695 | -0.1% | 2.52% | +1.3% |
| Q2 2022 | $10,897,000 | +0.4% | 229,895 | +2.7% | 2.48% | +10.6% |
| Q1 2022 | $10,853,000 | -3.5% | 223,951 | +0.4% | 2.25% | -0.5% |
| Q4 2021 | $11,248,000 | +1.0% | 223,034 | +2.3% | 2.26% | -7.6% |
| Q3 2021 | $11,139,000 | +0.3% | 218,111 | +0.7% | 2.44% | -2.8% |
| Q2 2021 | $11,104,000 | +0.6% | 216,489 | +0.6% | 2.52% | -4.8% |
| Q1 2021 | $11,042,000 | -0.8% | 215,285 | -0.2% | 2.64% | -7.0% |
| Q4 2020 | $11,134,000 | +0.5% | 215,615 | +0.3% | 2.84% | -12.9% |
| Q3 2020 | $11,083,000 | +0.3% | 214,994 | +0.1% | 3.26% | -6.5% |
| Q2 2020 | $11,052,000 | +1.7% | 214,730 | -0.2% | 3.48% | -13.7% |
| Q1 2020 | $10,864,000 | -5.4% | 215,138 | -5.6% | 4.04% | +5.9% |
| Q4 2019 | $11,484,000 | +3.9% | 227,869 | +4.1% | 3.82% | -2.6% |
| Q3 2019 | $11,051,000 | +14.2% | 218,872 | +14.0% | 3.92% | +9.2% |
| Q2 2019 | $9,681,000 | +8.6% | 191,980 | +7.4% | 3.58% | +4.8% |
| Q1 2019 | $8,911,000 | +14.0% | 178,738 | +12.2% | 3.42% | +4.7% |
| Q4 2018 | $7,817,000 | +20.9% | 159,326 | +20.7% | 3.27% | +27.5% |
| Q3 2018 | $6,468,000 | +32.4% | 132,012 | +32.7% | 2.56% | +25.6% |
| Q2 2018 | $4,884,000 | +35.5% | 99,515 | +36.2% | 2.04% | +33.1% |
| Q1 2018 | $3,604,000 | +45.6% | 73,041 | +47.0% | 1.53% | +46.4% |
| Q4 2017 | $2,476,000 | +157.6% | 49,691 | +159.9% | 1.05% | +141.2% |
| Q3 2017 | $961,000 | – | 19,118 | – | 0.43% | – |
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% |