BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,670,949
-0.3%
143,523
+0.2%
0.00%0.0%
Q2 2023$6,693,512
-8.7%
143,238
-8.7%
0.00%
-33.3%
Q4 2022$7,331,102
-2.6%
156,815
-2.7%
0.00%0.0%
Q3 2022$7,529,000
+2.5%
161,168
+3.6%
0.00%0.0%
Q2 2022$7,343,000
-15.0%
155,539
-12.7%
0.00%
-25.0%
Q1 2022$8,638,000
-2.8%
178,250
+1.4%
0.00%
-20.0%
Q4 2021$8,887,000
-31.1%
175,730
-30.5%
0.01%
-16.7%
Q3 2021$12,902,000
+16.7%
252,686
+17.2%
0.01%0.0%
Q2 2021$11,059,000
+11.6%
215,662
+11.6%
0.01%0.0%
Q1 2021$9,913,000
+12.5%
193,231
+13.0%
0.01%0.0%
Q4 2020$8,811,000
+7.7%
171,054
+7.7%
0.01%
-14.3%
Q3 2020$8,179,000
+18.5%
158,751
+18.4%
0.01%
+16.7%
Q2 2020$6,903,000
+24.7%
134,111
+22.2%
0.01%0.0%
Q1 2020$5,535,000
+9.1%
109,772
+9.1%
0.01%
+50.0%
Q4 2019$5,072,000
+57.3%
100,637
+57.6%
0.00%
+33.3%
Q3 2019$3,224,000
+27.8%
63,853
+27.7%
0.00%
+50.0%
Q2 2019$2,523,000
+15.2%
50,019
+13.8%
0.00%0.0%
Q1 2019$2,191,000
+18.9%
43,943
+17.0%
0.00%0.0%
Q4 2018$1,843,000
+0.3%
37,562
+0.1%
0.00%
+100.0%
Q3 2018$1,838,000
+8.4%
37,516
+8.6%
0.00%0.0%
Q2 2018$1,695,000
-3.5%
34,535
-2.9%
0.00%
-50.0%
Q1 2018$1,756,000
-32.0%
35,579
-31.4%
0.00%0.0%
Q4 2017$2,584,000
+494.0%
51,847
+499.4%
0.00%
Q3 2017$435,000
-52.3%
8,650
-52.3%
0.00%
-100.0%
Q2 2017$912,000
-12.1%
18,150
-12.4%
0.00%0.0%
Q1 2017$1,038,000
+165.5%
20,715
+164.7%
0.00%
Q4 2016$391,000
-82.7%
7,825
-82.5%
0.00%
-100.0%
Q3 2016$2,262,000
-24.4%
44,650
+51.5%
0.00%
-33.3%
Q2 2016$2,993,000
+7.8%
29,475
+6.8%
0.00%0.0%
Q1 2016$2,777,000
+112.6%
27,600
+109.7%
0.00%
+50.0%
Q4 2015$1,306,000
+109.6%
13,160
+111.9%
0.00%
+100.0%
Q3 2015$623,000
-90.9%
6,210
-90.9%
0.00%
-87.5%
Q2 2015$6,832,00068,0780.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders