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 | $3,493,388 | -0.6% | 75,321 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,512,972 | -1.1% | 75,321 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,551,762 | +1.5% | 75,321 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,497,907 | +0.4% | 75,321 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $3,484,000 | -3.4% | 75,570 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $3,606,000 | -7.9% | 76,090 | -5.8% | 0.00% | 0.0% |
| Q1 2022 | $3,915,000 | +109.4% | 80,780 | +117.9% | 0.00% | – |
| Q4 2021 | $1,870,000 | -2.8% | 37,073 | -1.6% | 0.00% | – |
| Q3 2021 | $1,923,000 | +0.8% | 37,661 | +1.3% | 0.00% | – |
| Q2 2021 | $1,907,000 | 0.0% | 37,186 | 0.0% | 0.00% | – |
| Q1 2021 | $1,907,000 | -22.3% | 37,186 | -21.7% | 0.00% | -100.0% |
| Q4 2020 | $2,453,000 | +0.2% | 47,502 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,449,000 | +0.2% | 47,502 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,445,000 | +1.9% | 47,502 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,399,000 | -71.7% | 47,502 | -71.7% | 0.00% | -50.0% |
| Q4 2019 | $8,468,000 | +9.9% | 168,007 | +10.1% | 0.00% | 0.0% |
| Q3 2019 | $7,707,000 | -12.7% | 152,645 | -12.8% | 0.00% | -33.3% |
| Q2 2019 | $8,832,000 | +72.9% | 175,124 | +70.9% | 0.00% | +50.0% |
| Q1 2019 | $5,108,000 | +10.1% | 102,442 | +8.3% | 0.00% | +100.0% |
| Q4 2018 | $4,640,000 | +0.1% | 94,585 | -0.1% | 0.00% | 0.0% |
| Q3 2018 | $4,637,000 | +252.9% | 94,636 | +253.5% | 0.00% | – |
| Q2 2018 | $1,314,000 | +93.2% | 26,768 | +94.3% | 0.00% | – |
| Q1 2018 | $680,000 | -75.1% | 13,775 | -74.8% | 0.00% | -100.0% |
| Q4 2017 | $2,727,000 | +14.4% | 54,728 | +15.5% | 0.00% | 0.0% |
| Q3 2017 | $2,383,000 | -20.1% | 47,399 | -20.1% | 0.00% | 0.0% |
| Q2 2017 | $2,983,000 | -46.9% | 59,354 | -47.0% | 0.00% | -50.0% |
| Q1 2017 | $5,617,000 | -62.2% | 112,081 | -62.3% | 0.00% | -50.0% |
| Q4 2016 | $14,850,000 | +472.5% | 296,992 | +479.8% | 0.00% | +300.0% |
| Q3 2016 | $2,594,000 | – | 51,224 | – | 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% |