ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 142 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,934,417 | -9.5% | 41,708 | -9.0% | 0.23% | -13.1% |
| Q2 2023 | $2,137,497 | -7.1% | 45,840 | -6.1% | 0.26% | -13.9% |
| Q1 2023 | $2,301,316 | -3.1% | 48,809 | -4.6% | 0.30% | -0.7% |
| Q4 2022 | $2,374,865 | -9.9% | 51,150 | -10.6% | 0.30% | -14.8% |
| Q3 2022 | $2,637,000 | +146.7% | 57,212 | +153.6% | 0.36% | +151.4% |
| Q2 2022 | $1,069,000 | -20.8% | 22,559 | -19.0% | 0.14% | -6.6% |
| Q1 2022 | $1,350,000 | -11.0% | 27,860 | -7.4% | 0.15% | -3.8% |
| Q4 2021 | $1,517,000 | +11.0% | 30,088 | +12.5% | 0.16% | +5.3% |
| Q3 2021 | $1,367,000 | +65.7% | 26,756 | +66.3% | 0.15% | +61.3% |
| Q2 2021 | $825,000 | -45.2% | 16,086 | -45.2% | 0.09% | -52.1% |
| Q1 2021 | $1,505,000 | +7.6% | 29,328 | +8.2% | 0.19% | -1.0% |
| Q4 2020 | $1,399,000 | -47.4% | 27,094 | -47.5% | 0.20% | -56.5% |
| Q3 2020 | $2,660,000 | -16.0% | 51,623 | -16.1% | 0.45% | -22.8% |
| Q2 2020 | $3,165,000 | +244.8% | 61,508 | +238.1% | 0.58% | +164.3% |
| Q1 2020 | $918,000 | -53.4% | 18,194 | -53.5% | 0.22% | -40.1% |
| Q4 2019 | $1,972,000 | -27.4% | 39,137 | -27.3% | 0.37% | -28.5% |
| Q3 2019 | $2,718,000 | -6.0% | 53,846 | -6.1% | 0.52% | -15.8% |
| Q2 2019 | $2,892,000 | +5.5% | 57,329 | +4.3% | 0.61% | +5.3% |
| Q1 2019 | $2,741,000 | -3.0% | 54,991 | -4.5% | 0.58% | -17.0% |
| Q4 2018 | $2,826,000 | -7.0% | 57,597 | -7.1% | 0.70% | +9.9% |
| Q3 2018 | $3,040,000 | +69.5% | 62,031 | +69.9% | 0.64% | +67.9% |
| Q2 2018 | $1,793,000 | +28.8% | 36,516 | +29.4% | 0.38% | +56.4% |
| Q1 2018 | $1,392,000 | -18.1% | 28,215 | -17.3% | 0.24% | -36.6% |
| Q4 2017 | $1,700,000 | -7.6% | 34,110 | -6.8% | 0.38% | -31.2% |
| Q3 2017 | $1,840,000 | -29.5% | 36,603 | -29.5% | 0.56% | -27.3% |
| Q2 2017 | $2,609,000 | -9.0% | 51,903 | -9.3% | 0.77% | -11.2% |
| Q1 2017 | $2,868,000 | +21.1% | 57,240 | +20.9% | 0.86% | +16.3% |
| Q4 2016 | $2,368,000 | +21.5% | 47,361 | +23.1% | 0.74% | +20.8% |
| Q3 2016 | $1,949,000 | – | 38,468 | – | 0.61% | – |
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% |