ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $139,140 | -0.6% | 3,000 | 0.0% | 0.07% | +2.9% |
Q2 2023 | $139,920 | -1.1% | 3,000 | 0.0% | 0.07% | -6.8% |
Q1 2023 | $141,465 | -39.1% | 3,000 | -40.0% | 0.07% | -41.3% |
Q4 2022 | $232,200 | -16.2% | 5,000 | -16.7% | 0.13% | -15.4% |
Q3 2022 | $277,000 | -2.5% | 6,000 | 0.0% | 0.15% | +4.9% |
Q2 2022 | $284,000 | +46.4% | 6,000 | +50.0% | 0.14% | +73.2% |
Q1 2022 | $194,000 | -10.6% | 4,000 | -7.0% | 0.08% | -2.4% |
Q4 2021 | $217,000 | -1.4% | 4,300 | 0.0% | 0.08% | -9.7% |
Q3 2021 | $220,000 | -61.7% | 4,300 | -61.6% | 0.09% | -48.0% |
Q2 2021 | $574,000 | -28.2% | 11,200 | -28.2% | 0.18% | -23.5% |
Q1 2021 | $800,000 | -2.9% | 15,600 | -2.2% | 0.23% | -6.4% |
Q4 2020 | $824,000 | +21.5% | 15,950 | +21.3% | 0.25% | +9.6% |
Q3 2020 | $678,000 | +9.4% | 13,150 | +9.1% | 0.23% | +5.6% |
Q2 2020 | $620,000 | +15.2% | 12,050 | +13.1% | 0.22% | -2.3% |
Q1 2020 | $538,000 | +0.2% | 10,650 | 0.0% | 0.22% | +39.0% |
Q4 2019 | $537,000 | +176.8% | 10,650 | +176.6% | 0.16% | +160.7% |
Q3 2019 | $194,000 | – | 3,850 | – | 0.06% | – |
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% |