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 | $774,882 | -3.8% | 16,707 | -3.2% | 0.00% | 0.0% |
| Q2 2023 | $805,396 | -3.3% | 17,268 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $833,146 | +2.3% | 17,668 | +0.8% | 0.00% | -25.0% |
| Q4 2022 | $814,105 | -10.1% | 17,530 | -10.8% | 0.00% | 0.0% |
| Q3 2022 | $906,000 | -2.8% | 19,660 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $932,000 | +2.0% | 19,660 | +4.2% | 0.00% | +33.3% |
| Q1 2022 | $914,000 | -18.6% | 18,859 | -15.3% | 0.00% | -25.0% |
| Q4 2021 | $1,123,000 | -1.0% | 22,265 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $1,134,000 | +10.0% | 22,197 | +10.4% | 0.00% | 0.0% |
| Q2 2021 | $1,031,000 | 0.0% | 20,104 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,031,000 | -0.7% | 20,104 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,038,000 | -1.9% | 20,104 | -2.0% | 0.00% | 0.0% |
| Q3 2020 | $1,058,000 | +0.2% | 20,520 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $1,056,000 | +11.5% | 20,520 | +9.5% | 0.01% | -16.7% |
| Q1 2020 | $947,000 | -5.4% | 18,748 | -5.6% | 0.01% | +20.0% |
| Q4 2019 | $1,001,000 | -38.8% | 19,862 | -38.7% | 0.01% | -44.4% |
| Q3 2019 | $1,635,000 | -8.3% | 32,390 | -8.4% | 0.01% | -10.0% |
| Q2 2019 | $1,783,000 | +89.9% | 35,349 | +87.6% | 0.01% | +66.7% |
| Q1 2019 | $939,000 | -38.1% | 18,841 | -39.0% | 0.01% | -45.5% |
| Q4 2018 | $1,516,000 | -9.9% | 30,905 | -10.0% | 0.01% | +10.0% |
| Q3 2018 | $1,682,000 | -12.8% | 34,332 | -12.6% | 0.01% | -23.1% |
| Q2 2018 | $1,928,000 | +11.8% | 39,284 | +12.4% | 0.01% | +8.3% |
| Q1 2018 | $1,725,000 | – | 34,962 | – | 0.01% | – |
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% |