ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253 | -36.6% | 5,462 | -36.1% | 0.02% | -26.7% |
| Q2 2023 | $399 | +90.9% | 8,553 | +92.6% | 0.03% | +76.5% |
| Q1 2023 | $209 | -98.0% | 4,440 | -98.0% | 0.02% | -98.2% |
| Q4 2022 | $10,456 | -96.5% | 225,150 | +3378.3% | 0.94% | +2594.3% |
| Q3 2022 | $298,000 | -98.1% | 6,473 | -98.1% | 0.04% | -98.1% |
| Q2 2022 | $16,052,000 | +36381.8% | 338,647 | +37237.0% | 1.83% | +45725.0% |
| Q1 2022 | $44,000 | -4.3% | 907 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $46,000 | 0.0% | 907 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $46,000 | +48.4% | 907 | +51.9% | 0.01% | +66.7% |
| Q2 2021 | $31,000 | +3.3% | 597 | +2.9% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | -50.0% | 580 | -50.1% | 0.00% | -62.5% |
| Q3 2020 | $60,000 | -4.8% | 1,163 | -5.3% | 0.01% | -11.1% |
| Q2 2020 | $63,000 | +3.3% | 1,228 | +1.7% | 0.01% | -10.0% |
| Q1 2020 | $61,000 | -18.7% | 1,208 | -19.1% | 0.01% | 0.0% |
| Q4 2019 | $75,000 | +4.2% | 1,493 | +4.7% | 0.01% | 0.0% |
| Q3 2019 | $72,000 | +44.0% | 1,426 | +42.5% | 0.01% | +42.9% |
| Q2 2019 | $50,000 | -66.2% | 1,001 | -66.4% | 0.01% | -30.0% |
| Q1 2019 | $148,000 | – | 2,978 | – | 0.01% | – |
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% |