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 | $3,490,656 | -3.8% | 75,385 | -3.1% | 0.62% | -3.4% |
| Q2 2023 | $3,629,900 | -1.1% | 77,828 | +0.0% | 0.64% | -9.7% |
| Q1 2023 | $3,669,557 | +0.5% | 77,818 | -1.0% | 0.71% | -7.9% |
| Q4 2022 | $3,651,753 | -29.9% | 78,637 | -30.5% | 0.78% | -37.7% |
| Q3 2022 | $5,211,000 | -15.4% | 113,076 | -13.0% | 1.24% | -15.3% |
| Q2 2022 | $6,163,000 | -2.8% | 130,040 | -0.6% | 1.47% | +15.4% |
| Q1 2022 | $6,340,000 | +22.5% | 130,794 | +27.5% | 1.27% | +22.7% |
| Q4 2021 | $5,177,000 | +77.4% | 102,576 | +79.7% | 1.04% | +14.7% |
| Q3 2021 | $2,919,000 | +74.6% | 57,096 | +75.3% | 0.90% | +83.2% |
| Q2 2021 | $1,672,000 | +55.2% | 32,579 | +55.2% | 0.49% | +25.4% |
| Q1 2021 | $1,077,000 | +6.2% | 20,989 | +6.9% | 0.39% | -1.3% |
| Q4 2020 | $1,014,000 | +60.7% | 19,635 | +60.3% | 0.40% | +20.2% |
| Q3 2020 | $631,000 | – | 12,250 | – | 0.33% | – |
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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% |