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 2022 | $113,000 | -10.3% | 2,454 | -8.0% | 0.02% | -15.0% |
| Q2 2022 | $126,000 | -2.3% | 2,667 | 0.0% | 0.02% | +11.1% |
| Q1 2022 | $129,000 | -3.7% | 2,667 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $134,000 | -1.5% | 2,667 | -0.1% | 0.02% | -14.3% |
| Q3 2021 | $136,000 | -0.7% | 2,670 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $137,000 | -11.0% | 2,670 | -11.0% | 0.02% | -16.0% |
| Q1 2021 | $154,000 | -0.6% | 3,000 | 0.0% | 0.02% | -7.4% |
| Q4 2020 | $155,000 | 0.0% | 3,000 | 0.0% | 0.03% | -10.0% |
| Q3 2020 | $155,000 | -2.5% | 3,000 | -3.1% | 0.03% | -11.8% |
| Q2 2020 | $159,000 | – | 3,095 | – | 0.03% | – |
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% |