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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,077,083 | -4.1% | 87,906 | -3.6% | 2.66% | +2.3% |
| Q2 2023 | $4,253,468 | -2.0% | 91,198 | -0.9% | 2.60% | -6.1% |
| Q1 2023 | $4,339,920 | -13.9% | 92,035 | -15.2% | 2.77% | -14.6% |
| Q4 2022 | $5,040,088 | +1030.1% | 108,529 | +1053.8% | 3.25% | +1076.1% |
| Q2 2022 | $446,000 | -93.3% | 9,406 | -93.2% | 0.28% | -91.8% |
| Q1 2022 | $6,674,000 | +53.9% | 137,715 | +60.2% | 3.35% | +56.7% |
| Q4 2021 | $4,336,000 | +0.8% | 85,989 | +2.1% | 2.14% | -6.6% |
| Q3 2021 | $4,303,000 | -7.7% | 84,256 | -7.3% | 2.29% | -6.5% |
| Q2 2021 | $4,662,000 | -3.4% | 90,899 | -3.4% | 2.45% | -6.5% |
| Q1 2021 | $4,825,000 | – | 94,068 | – | 2.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Old North State Trust, LLC | 259,407 | $13,372,000 | 9.00% |
| Hudson Capital Management LLC | 323,797 | $16,691,735,000 | 8.16% |
| Courage Miller Partners, LLC | 286,562 | $14,749,000 | 7.93% |
| Acorns Advisers, LLC | 3,539,432 | $182,458,000 | 5.99% |
| Carl P. Sherr & Co., LLC | 116,266 | $5,994,000 | 5.43% |
| SPINNAKER TRUST | 1,163,752 | $59,990,000 | 5.32% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 134,296 | $6,923,000 | 5.28% |
| CAPITAL INSIGHT PARTNERS, LLC | 349,830 | $18,034,000 | 5.07% |
| Divergent Wealth Advisors | 337,903 | $17,419,000 | 4.70% |
| Danda Trouve Investment Management, Inc. | 64,819 | $3,341,000 | 4.55% |