ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,427 | +2.8% | 52,323 | +3.3% | 0.01% | 0.0% |
Q2 2023 | $2,362 | +3.5% | 50,640 | +4.6% | 0.01% | -12.5% |
Q1 2023 | $2,283 | +10.2% | 48,423 | +8.6% | 0.01% | 0.0% |
Q4 2022 | $2,071 | -99.9% | 44,603 | +38.8% | 0.01% | +33.3% |
Q3 2022 | $1,481,000 | -14.2% | 32,136 | -11.7% | 0.01% | -25.0% |
Q2 2022 | $1,726,000 | -11.1% | 36,414 | -9.1% | 0.01% | +14.3% |
Q1 2022 | $1,941,000 | +14.4% | 40,051 | +19.1% | 0.01% | +16.7% |
Q4 2021 | $1,696,000 | +12.8% | 33,629 | +14.2% | 0.01% | 0.0% |
Q3 2021 | $1,504,000 | -9.8% | 29,451 | -9.4% | 0.01% | -25.0% |
Q2 2021 | $1,667,000 | -20.2% | 32,510 | -20.2% | 0.01% | -27.3% |
Q1 2021 | $2,089,000 | +3.9% | 40,739 | +4.6% | 0.01% | -8.3% |
Q4 2020 | $2,011,000 | +8.5% | 38,951 | +8.4% | 0.01% | 0.0% |
Q3 2020 | $1,853,000 | +58.8% | 35,948 | +58.5% | 0.01% | +50.0% |
Q2 2020 | $1,167,000 | +7.6% | 22,680 | +5.5% | 0.01% | -11.1% |
Q1 2020 | $1,085,000 | -4.1% | 21,493 | -4.2% | 0.01% | +12.5% |
Q4 2019 | $1,131,000 | +2.7% | 22,439 | +2.9% | 0.01% | -11.1% |
Q3 2019 | $1,101,000 | -0.5% | 21,815 | -0.5% | 0.01% | 0.0% |
Q2 2019 | $1,106,000 | +2.4% | 21,925 | +1.2% | 0.01% | 0.0% |
Q1 2019 | $1,080,000 | -26.3% | 21,662 | -27.5% | 0.01% | +28.6% |
Q4 2018 | $1,466,000 | +145.2% | 29,876 | +144.9% | 0.01% | +40.0% |
Q3 2018 | $598,000 | – | 12,199 | – | 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% |