ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 241 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,977,000 | +68.9% | 58,051 | +70.1% | 0.44% | +49.5% |
| Q4 2020 | $1,763,000 | +61.3% | 34,133 | +61.0% | 0.30% | +39.4% |
| Q3 2020 | $1,093,000 | +23.1% | 21,202 | +22.9% | 0.21% | +25.3% |
| Q2 2020 | $888,000 | +14.4% | 17,252 | +12.2% | 0.17% | -4.0% |
| Q1 2020 | $776,000 | +2.8% | 15,371 | +2.6% | 0.18% | +43.9% |
| Q4 2019 | $755,000 | +218.6% | 14,988 | +219.0% | 0.12% | +192.9% |
| Q3 2019 | $237,000 | – | 4,699 | – | 0.04% | – |
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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% |