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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $21,234,000 | -8.9% | 447,966 | -6.9% | 1.72% | +29.7% |
| Q1 2022 | $23,312,000 | -42.8% | 481,066 | -40.5% | 1.32% | -37.8% |
| Q4 2021 | $40,790,000 | -3.1% | 808,840 | -1.8% | 2.13% | -23.2% |
| Q3 2021 | $42,076,000 | +0.1% | 823,888 | +0.5% | 2.78% | +30.9% |
| Q2 2021 | $42,052,000 | -3.4% | 819,878 | -3.4% | 2.12% | +7.7% |
| Q1 2021 | $43,523,000 | -0.3% | 848,576 | +0.3% | 1.97% | +23.7% |
| Q4 2020 | $43,671,000 | +4.7% | 845,690 | +4.5% | 1.59% | -4.3% |
| Q3 2020 | $41,705,000 | +6.0% | 809,024 | +5.8% | 1.66% | +3.6% |
| Q2 2020 | $39,357,000 | -1.1% | 764,668 | -3.0% | 1.60% | -31.3% |
| Q1 2020 | $39,795,000 | -12.2% | 788,015 | -12.4% | 2.34% | +44.0% |
| Q4 2019 | $45,328,000 | -15.2% | 899,370 | -15.0% | 1.62% | -18.5% |
| Q3 2019 | $53,425,000 | -2.3% | 1,058,130 | -2.4% | 1.99% | +3.1% |
| Q2 2019 | $54,685,000 | -2.3% | 1,084,370 | -3.4% | 1.93% | -3.3% |
| Q1 2019 | $55,963,000 | +2.2% | 1,122,410 | +0.6% | 1.99% | -16.5% |
| Q4 2018 | $54,747,000 | – | 1,115,920 | – | 2.39% | – |
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% |