ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $13,928,000 | -2.2% | 293,830 | 0.0% | 0.44% | +10.8% |
Q1 2022 | $14,239,000 | -3.9% | 293,830 | 0.0% | 0.40% | -1.0% |
Q4 2021 | $14,818,000 | -1.3% | 293,830 | 0.0% | 0.40% | -8.6% |
Q3 2021 | $15,006,000 | -0.4% | 293,830 | 0.0% | 0.44% | -1.6% |
Q2 2021 | $15,071,000 | 0.0% | 293,830 | 0.0% | 0.45% | -7.1% |
Q1 2021 | $15,071,000 | -0.7% | 293,830 | 0.0% | 0.48% | -7.9% |
Q4 2020 | $15,173,000 | +0.2% | 293,830 | 0.0% | 0.52% | -9.8% |
Q3 2020 | $15,147,000 | +0.2% | 293,830 | 0.0% | 0.58% | -4.9% |
Q2 2020 | $15,123,000 | +1.8% | 293,830 | -0.1% | 0.61% | -9.0% |
Q1 2020 | $14,855,000 | – | 294,155 | – | 0.67% | – |
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% |