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 | $541,000 | -10.6% | 11,742 | -8.0% | 0.05% | -5.6% |
| Q2 2022 | $605,000 | +8.6% | 12,762 | +11.1% | 0.05% | +25.6% |
| Q1 2022 | $557,000 | -63.9% | 11,488 | -62.0% | 0.04% | -65.6% |
| Q3 2021 | $1,545,000 | -31.1% | 30,252 | -30.8% | 0.12% | -33.9% |
| Q2 2021 | $2,243,000 | +0.6% | 43,733 | +0.6% | 0.19% | -6.0% |
| Q1 2021 | $2,230,000 | +4.4% | 43,476 | +5.1% | 0.20% | -0.5% |
| Q4 2020 | $2,137,000 | +50.2% | 41,384 | +49.9% | 0.20% | +37.4% |
| Q3 2020 | $1,423,000 | -10.4% | 27,613 | -10.5% | 0.15% | -16.0% |
| Q2 2020 | $1,588,000 | -21.0% | 30,858 | -22.5% | 0.18% | -33.0% |
| Q1 2020 | $2,010,000 | -20.4% | 39,807 | -20.5% | 0.26% | -1.1% |
| Q4 2019 | $2,524,000 | -58.6% | 50,078 | -58.5% | 0.26% | -61.3% |
| Q3 2019 | $6,097,000 | -43.7% | 120,756 | -43.8% | 0.68% | -44.7% |
| Q2 2019 | $10,831,000 | -61.6% | 214,776 | -62.0% | 1.23% | -63.2% |
| Q1 2019 | $28,206,000 | -21.8% | 565,703 | -23.1% | 3.35% | -28.2% |
| Q4 2018 | $36,084,000 | – | 735,514 | – | 4.66% | – |
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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% |