ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,785,031 | -9.9% | 642,196 | -9.4% | 0.05% | -7.5% |
| Q2 2023 | $33,054,841 | -11.9% | 708,723 | -11.0% | 0.05% | -14.5% |
| Q1 2023 | $37,529,993 | -6.1% | 795,886 | -7.5% | 0.06% | -10.1% |
| Q4 2022 | $39,958,759 | +0.0% | 860,446 | -0.7% | 0.07% | -5.5% |
| Q3 2022 | $39,945,000 | -0.1% | 866,481 | +2.6% | 0.07% | +7.4% |
| Q2 2022 | $39,987,000 | +43.1% | 844,833 | +46.1% | 0.07% | +61.9% |
| Q1 2022 | $27,934,000 | +3.5% | 578,315 | +8.1% | 0.04% | +10.5% |
| Q4 2021 | $26,980,000 | +1.7% | 535,016 | +3.0% | 0.04% | -2.6% |
| Q3 2021 | $26,542,000 | +5.9% | 519,418 | +6.2% | 0.04% | 0.0% |
| Q2 2021 | $25,068,000 | +7.6% | 489,226 | +7.7% | 0.04% | 0.0% |
| Q1 2021 | $23,306,000 | +9.0% | 454,311 | +9.8% | 0.04% | 0.0% |
| Q4 2020 | $21,375,000 | +12.1% | 413,917 | +11.9% | 0.04% | -2.5% |
| Q3 2020 | $19,064,000 | +13.5% | 369,953 | +13.3% | 0.04% | +8.1% |
| Q2 2020 | $16,799,000 | +30.6% | 326,390 | +27.1% | 0.04% | +19.4% |
| Q1 2020 | $12,865,000 | -11.6% | 256,729 | -11.1% | 0.03% | +6.9% |
| Q4 2019 | $14,555,000 | +0.2% | 288,799 | +0.3% | 0.03% | -9.4% |
| Q3 2019 | $14,530,000 | +1.0% | 287,942 | +0.9% | 0.03% | 0.0% |
| Q2 2019 | $14,385,000 | +4.0% | 285,256 | +2.8% | 0.03% | 0.0% |
| Q1 2019 | $13,829,000 | +16.3% | 277,354 | +14.4% | 0.03% | +6.7% |
| Q4 2018 | $11,891,000 | +58.3% | 242,361 | +58.1% | 0.03% | +76.5% |
| Q3 2018 | $7,513,000 | +13.5% | 153,332 | +13.7% | 0.02% | +13.3% |
| Q2 2018 | $6,618,000 | +69.0% | 134,821 | +70.0% | 0.02% | +66.7% |
| Q1 2018 | $3,915,000 | +28.1% | 79,327 | +29.3% | 0.01% | +12.5% |
| Q4 2017 | $3,057,000 | +20.9% | 61,340 | +22.0% | 0.01% | +14.3% |
| Q3 2017 | $2,528,000 | +43.1% | 50,288 | +43.1% | 0.01% | +40.0% |
| Q2 2017 | $1,766,000 | +61.4% | 35,130 | +61.0% | 0.01% | +25.0% |
| Q1 2017 | $1,094,000 | – | 21,826 | – | 0.00% | – |
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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% |