ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,002,036 | -1.4% | 43,166 | -0.9% | 0.00% | 0.0% |
Q2 2023 | $2,031,105 | -5.2% | 43,549 | -4.2% | 0.00% | 0.0% |
Q1 2023 | $2,143,334 | +11.9% | 45,453 | +10.2% | 0.00% | 0.0% |
Q4 2022 | $1,915,179 | -10.0% | 41,240 | -10.7% | 0.00% | -25.0% |
Q3 2022 | $2,129,000 | -17.5% | 46,185 | -15.2% | 0.00% | 0.0% |
Q2 2022 | $2,581,000 | -9.8% | 54,464 | -7.8% | 0.00% | -20.0% |
Q1 2022 | $2,862,000 | -44.6% | 59,075 | -42.3% | 0.01% | -37.5% |
Q4 2021 | $5,162,000 | -8.2% | 102,358 | -7.0% | 0.01% | -20.0% |
Q3 2021 | $5,622,000 | +25.6% | 110,090 | +26.2% | 0.01% | +25.0% |
Q2 2021 | $4,475,000 | +23.5% | 87,251 | +23.5% | 0.01% | 0.0% |
Q1 2021 | $3,624,000 | +67.5% | 70,650 | +68.5% | 0.01% | +60.0% |
Q4 2020 | $2,164,000 | +24.8% | 41,919 | +24.6% | 0.01% | 0.0% |
Q3 2020 | $1,734,000 | +963.8% | 33,638 | +964.5% | 0.01% | +400.0% |
Q2 2020 | $163,000 | +232.7% | 3,160 | +223.8% | 0.00% | – |
Q1 2020 | $49,000 | +880.0% | 976 | +795.4% | 0.00% | – |
Q4 2019 | $5,000 | -16.7% | 109 | 0.0% | 0.00% | – |
Q3 2019 | $6,000 | +50.0% | 109 | +51.4% | 0.00% | – |
Q2 2019 | $4,000 | -78.9% | 72 | -81.6% | 0.00% | – |
Q1 2019 | $19,000 | -55.8% | 391 | -55.0% | 0.00% | – |
Q4 2018 | $43,000 | +760.0% | 868 | +813.7% | 0.00% | – |
Q3 2018 | $5,000 | -79.2% | 95 | -80.9% | 0.00% | – |
Q2 2018 | $24,000 | -4.0% | 498 | 0.0% | 0.00% | – |
Q4 2017 | $25,000 | – | 498 | – | 0.00% | – |
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% |