ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 251 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256 | -100.0% | 5,523 | -80.9% | 0.00% | -100.0% |
| Q4 2021 | $1,460,000 | -71.5% | 28,954 | -71.0% | 0.00% | -66.7% |
| Q2 2021 | $5,114,000 | -1.4% | 99,700 | -1.4% | 0.01% | 0.0% |
| Q1 2021 | $5,186,000 | -55.6% | 101,108 | -55.3% | 0.01% | -53.8% |
| Q4 2020 | $11,689,000 | +200.3% | 226,364 | +199.7% | 0.01% | +225.0% |
| Q3 2020 | $3,893,000 | -43.1% | 75,526 | -43.2% | 0.00% | -33.3% |
| Q2 2020 | $6,846,000 | +90.7% | 133,000 | +87.1% | 0.01% | +100.0% |
| Q1 2020 | $3,590,000 | -39.8% | 71,091 | -40.0% | 0.00% | -40.0% |
| Q4 2019 | $5,967,000 | +74.6% | 118,400 | +74.9% | 0.01% | +66.7% |
| Q3 2019 | $3,418,000 | -0.1% | 67,700 | -0.2% | 0.00% | 0.0% |
| Q2 2019 | $3,422,000 | +32.2% | 67,858 | +30.7% | 0.00% | +50.0% |
| Q1 2019 | $2,588,000 | – | 51,900 | – | 0.00% | – |
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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% |