ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,071,136 | +2.7% | 130,899 | +3.3% | 3.87% | +2.9% |
| Q2 2023 | $5,910,712 | +3.0% | 126,730 | +4.1% | 3.76% | +1.2% |
| Q1 2023 | $5,740,407 | +4.5% | 121,734 | +2.9% | 3.72% | -1.1% |
| Q4 2022 | $5,495,565 | +6.7% | 118,336 | +5.9% | 3.76% | -2.8% |
| Q3 2022 | $5,152,000 | -18.8% | 111,761 | -16.5% | 3.86% | -11.3% |
| Q2 2022 | $6,347,000 | -20.7% | 133,906 | -18.9% | 4.36% | -8.0% |
| Q1 2022 | $8,006,000 | -6.5% | 165,214 | -2.7% | 4.74% | -2.9% |
| Q4 2021 | $8,567,000 | -4.4% | 169,885 | -3.2% | 4.88% | -9.3% |
| Q3 2021 | $8,964,000 | +6.4% | 175,530 | +6.8% | 5.38% | +5.4% |
| Q2 2021 | $8,428,000 | -6.4% | 164,327 | -6.4% | 5.10% | -10.6% |
| Q1 2021 | $9,009,000 | -2.7% | 175,641 | -2.1% | 5.71% | -7.0% |
| Q4 2020 | $9,262,000 | +33.8% | 179,351 | +33.5% | 6.14% | +16.1% |
| Q3 2020 | $6,923,000 | +7.8% | 134,296 | +7.6% | 5.28% | +2.5% |
| Q2 2020 | $6,424,000 | +5.9% | 124,807 | +3.9% | 5.15% | -8.2% |
| Q1 2020 | $6,068,000 | -7.0% | 120,165 | -7.2% | 5.61% | +11.9% |
| Q4 2019 | $6,526,000 | +1.1% | 129,477 | +1.3% | 5.02% | -2.1% |
| Q3 2019 | $6,456,000 | +2.6% | 127,871 | +2.5% | 5.12% | +2.2% |
| Q2 2019 | $6,293,000 | +2.7% | 124,790 | +1.5% | 5.02% | +0.2% |
| Q1 2019 | $6,127,000 | +2.1% | 122,888 | +0.5% | 5.00% | -6.2% |
| Q4 2018 | $6,001,000 | -4.8% | 122,322 | -4.9% | 5.34% | +3.7% |
| Q3 2018 | $6,306,000 | +4.4% | 128,689 | +4.6% | 5.15% | +1.1% |
| Q2 2018 | $6,038,000 | +67.8% | 123,014 | +68.7% | 5.09% | +71.6% |
| Q1 2018 | $3,598,000 | +8.7% | 72,912 | +9.7% | 2.97% | +8.4% |
| Q4 2017 | $3,311,000 | +5.2% | 66,440 | +6.1% | 2.74% | +2.2% |
| Q3 2017 | $3,147,000 | +14.7% | 62,606 | +14.7% | 2.68% | +7.0% |
| Q2 2017 | $2,743,000 | +6.2% | 54,571 | +5.9% | 2.50% | +1.2% |
| Q1 2017 | $2,583,000 | +1.2% | 51,532 | +1.0% | 2.47% | -5.9% |
| Q4 2016 | $2,552,000 | -11.9% | 51,045 | -10.8% | 2.63% | -11.4% |
| Q3 2016 | $2,897,000 | +14.6% | 57,203 | +129.9% | 2.96% | +14.5% |
| Q2 2016 | $2,527,000 | +0.6% | 24,884 | -0.3% | 2.59% | -2.3% |
| Q1 2016 | $2,512,000 | -4.0% | 24,962 | -5.3% | 2.65% | -6.1% |
| Q4 2015 | $2,616,000 | -15.1% | 26,351 | -14.2% | 2.82% | -19.8% |
| Q3 2015 | $3,080,000 | +11.2% | 30,698 | +11.2% | 3.52% | +19.7% |
| Q2 2015 | $2,771,000 | -0.8% | 27,610 | -0.2% | 2.94% | +4.5% |
| Q1 2015 | $2,792,000 | -0.6% | 27,668 | -1.3% | 2.81% | -2.9% |
| Q4 2014 | $2,809,000 | – | 28,032 | – | 2.90% | – |
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% |