ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 203 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,692,584 | +5.9% | 252,104 | +6.5% | 0.59% | +11.1% |
| Q2 2023 | $11,039,688 | +0.1% | 236,700 | +1.2% | 0.53% | -6.8% |
| Q1 2023 | $11,029,886 | -2.5% | 233,907 | -4.0% | 0.57% | -8.4% |
| Q4 2022 | $11,309,998 | -2.3% | 243,540 | -3.0% | 0.62% | -10.5% |
| Q3 2022 | $11,572,000 | -8.6% | 251,030 | -6.0% | 0.70% | -6.0% |
| Q2 2022 | $12,657,000 | -8.1% | 267,015 | -6.1% | 0.74% | +9.3% |
| Q1 2022 | $13,778,000 | -8.7% | 284,325 | -5.0% | 0.68% | -3.0% |
| Q4 2021 | $15,094,000 | +9.8% | 299,304 | +11.2% | 0.70% | +1.0% |
| Q3 2021 | $13,748,000 | +15.0% | 269,208 | +15.5% | 0.69% | +12.7% |
| Q2 2021 | $11,954,000 | +13.4% | 233,074 | +13.4% | 0.61% | +7.6% |
| Q1 2021 | $10,542,000 | +10.0% | 205,538 | +10.8% | 0.57% | +4.6% |
| Q4 2020 | $9,583,000 | +15.5% | 185,570 | +15.3% | 0.54% | +2.6% |
| Q3 2020 | $8,300,000 | +45.7% | 161,013 | +45.5% | 0.53% | +32.2% |
| Q2 2020 | $5,697,000 | +17.2% | 110,685 | +15.0% | 0.40% | -2.9% |
| Q1 2020 | $4,860,000 | +10.0% | 96,236 | +9.8% | 0.41% | +40.0% |
| Q4 2019 | $4,417,000 | +8.6% | 87,640 | +8.8% | 0.30% | +0.7% |
| Q3 2019 | $4,067,000 | +27.3% | 80,560 | +27.1% | 0.29% | +22.6% |
| Q2 2019 | $3,196,000 | +7.2% | 63,373 | +6.0% | 0.24% | +2.6% |
| Q1 2019 | $2,980,000 | +12.8% | 59,765 | +11.0% | 0.23% | -3.7% |
| Q4 2018 | $2,641,000 | – | 53,829 | – | 0.24% | – |
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% |