ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,010,109 | +72.6% | 43,284 | +71.4% | 0.45% | +62.5% |
| Q3 2022 | $1,164,302 | +2.1% | 25,256 | +5.0% | 0.28% | +12.2% |
| Q2 2022 | $1,140,254 | +136.9% | 24,056 | +142.2% | 0.24% | +175.3% |
| Q1 2022 | $481,256 | +14.5% | 9,931 | +19.2% | 0.09% | +20.3% |
| Q4 2021 | $420,132 | -19.5% | 8,331 | -18.5% | 0.07% | -22.1% |
| Q3 2021 | $521,731 | +5.7% | 10,216 | +6.2% | 0.10% | +4.4% |
| Q2 2021 | $493,461 | +32.2% | 9,621 | +32.2% | 0.09% | +21.3% |
| Q1 2021 | $373,186 | -4.0% | 7,276 | -3.3% | 0.08% | -15.7% |
| Q4 2020 | $388,643 | +0.0% | 7,526 | -0.1% | 0.09% | -13.6% |
| Q3 2020 | $388,481 | +1.7% | 7,536 | +1.5% | 0.10% | -6.4% |
| Q2 2020 | $382,000 | +9.8% | 7,422 | +7.7% | 0.11% | -0.9% |
| Q1 2020 | $348,046 | – | 6,892 | – | 0.11% | – |
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% |