ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $440,000 | -2.4% | 9,536 | +0.2% | 0.04% | +5.0% |
| Q2 2022 | $451,000 | -2.0% | 9,516 | +0.2% | 0.04% | +14.3% |
| Q1 2022 | $460,000 | +65.5% | 9,499 | +72.6% | 0.04% | +75.0% |
| Q4 2021 | $278,000 | -1.1% | 5,503 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $281,000 | -2.1% | 5,503 | -1.7% | 0.02% | 0.0% |
| Q2 2021 | $287,000 | -2.4% | 5,597 | -2.3% | 0.02% | -12.0% |
| Q1 2021 | $294,000 | -1.7% | 5,731 | -1.1% | 0.02% | -7.4% |
| Q4 2020 | $299,000 | 0.0% | 5,797 | 0.0% | 0.03% | -6.9% |
| Q3 2020 | $299,000 | +0.3% | 5,797 | 0.0% | 0.03% | -6.5% |
| Q2 2020 | $298,000 | +1.7% | 5,797 | 0.0% | 0.03% | -16.2% |
| Q1 2020 | $293,000 | +0.3% | 5,797 | 0.0% | 0.04% | +27.6% |
| Q4 2019 | $292,000 | -0.3% | 5,797 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $293,000 | -14.3% | 5,797 | -14.6% | 0.03% | -17.1% |
| Q2 2019 | $342,000 | +65.2% | 6,790 | +66.1% | 0.04% | +6.1% |
| Q3 2016 | $207,000 | 0.0% | 4,088 | +99.8% | 0.03% | -2.9% |
| Q2 2016 | $207,000 | -74.2% | 2,046 | -74.5% | 0.03% | -12.8% |
| Q4 2014 | $803,000 | -0.1% | 8,010 | -0.2% | 0.04% | -26.4% |
| Q3 2014 | $804,000 | -1.0% | 8,029 | -0.5% | 0.05% | -8.6% |
| Q2 2014 | $812,000 | -26.6% | 8,071 | -26.8% | 0.06% | -36.3% |
| Q1 2014 | $1,106,000 | -2.0% | 11,033 | -2.1% | 0.09% | -2.2% |
| Q4 2013 | $1,128,000 | – | 11,267 | – | 0.09% | – |
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% |