ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,902,458 | -27.5% | 105,702 | -27.1% | 0.39% | -21.3% |
| Q2 2023 | $6,763,034 | -55.4% | 145,005 | -54.9% | 0.49% | -59.3% |
| Q1 2023 | $15,152,694 | -19.2% | 321,338 | -20.4% | 1.21% | -26.3% |
| Q4 2022 | $18,752,751 | +3.3% | 403,806 | +2.5% | 1.64% | +56.7% |
| Q3 2022 | $18,158,000 | +17.3% | 393,872 | +20.6% | 1.05% | +16.5% |
| Q2 2022 | $15,484,000 | +11.6% | 326,665 | +14.1% | 0.90% | +32.8% |
| Q1 2022 | $13,875,000 | – | 286,322 | – | 0.68% | – |
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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% |