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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,423,164 | -1.7% | 73,807 | -1.1% | 0.44% | -0.4% |
| Q2 2023 | $3,480,785 | -7.6% | 74,631 | -6.6% | 0.44% | -14.3% |
| Q1 2023 | $3,767,501 | -8.5% | 79,896 | -9.9% | 0.52% | -21.1% |
| Q4 2022 | $4,117,231 | +525.7% | 88,657 | +520.7% | 0.66% | +448.3% |
| Q3 2022 | $658,000 | -61.6% | 14,283 | -60.5% | 0.12% | -61.3% |
| Q2 2022 | $1,713,000 | -6.2% | 36,129 | -4.2% | 0.31% | -3.7% |
| Q1 2022 | $1,827,000 | +50.2% | 37,710 | +56.4% | 0.32% | +38.2% |
| Q4 2021 | $1,216,000 | -11.7% | 24,112 | -10.6% | 0.23% | -26.7% |
| Q3 2021 | $1,377,000 | -0.9% | 26,962 | -0.4% | 0.32% | -5.9% |
| Q2 2021 | $1,389,000 | +7.2% | 27,081 | +7.2% | 0.34% | -10.1% |
| Q1 2021 | $1,296,000 | -20.3% | 25,273 | -19.8% | 0.38% | -32.6% |
| Q4 2020 | $1,626,000 | -2.1% | 31,496 | -2.3% | 0.56% | -17.5% |
| Q3 2020 | $1,661,000 | +0.4% | 32,225 | +0.3% | 0.68% | -9.9% |
| Q2 2020 | $1,654,000 | -53.3% | 32,143 | -54.2% | 0.75% | -66.8% |
| Q1 2020 | $3,543,000 | +10.3% | 70,162 | +10.1% | 2.26% | +11.6% |
| Q4 2019 | $3,211,000 | +13.1% | 63,713 | +13.4% | 2.03% | +2.8% |
| Q3 2019 | $2,838,000 | +20.5% | 56,202 | +20.3% | 1.97% | +12.4% |
| Q2 2019 | $2,356,000 | +16.7% | 46,713 | +15.4% | 1.75% | +11.7% |
| Q1 2019 | $2,019,000 | – | 40,494 | – | 1.57% | – |
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% |