ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,153,194 | +1.6% | 175,791 | +2.1% | 0.74% | +7.7% |
| Q2 2023 | $8,027,194 | +3.7% | 172,110 | +4.8% | 0.69% | -3.0% |
| Q1 2023 | $7,742,835 | +22.0% | 164,200 | +20.2% | 0.71% | +13.5% |
| Q4 2022 | $6,344,880 | +6.6% | 136,625 | +5.8% | 0.62% | +5.1% |
| Q3 2022 | $5,954,000 | +0.8% | 129,146 | +3.7% | 0.59% | +2.4% |
| Q2 2022 | $5,905,000 | -65.2% | 124,578 | -64.4% | 0.58% | -45.3% |
| Q1 2022 | $16,966,000 | +3.9% | 350,104 | +8.1% | 1.06% | +5.4% |
| Q4 2021 | $16,330,000 | +0.8% | 323,824 | +2.0% | 1.01% | -10.8% |
| Q3 2021 | $16,208,000 | +3.1% | 317,359 | +3.5% | 1.13% | +8.3% |
| Q2 2021 | $15,723,000 | +4.3% | 306,545 | +4.3% | 1.04% | -2.9% |
| Q1 2021 | $15,068,000 | +48506.5% | 293,776 | +48862.7% | 1.07% | +35666.7% |
| Q4 2020 | $31,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +138.5% | 600 | +146.9% | 0.00% | +200.0% |
| Q2 2020 | $13,000 | +8.3% | 243 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | 0.0% | 243 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | – | 243 | – | 0.00% | – |
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% |