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 | $705,484 | -2.2% | 15,211 | -1.6% | 0.02% | -17.4% |
| Q2 2023 | $721,040 | -58.1% | 15,460 | -57.7% | 0.02% | -59.6% |
| Q1 2023 | $1,722,166 | -51.6% | 36,521 | -52.4% | 0.06% | -52.9% |
| Q4 2022 | $3,559,974 | -35.9% | 76,657 | -36.4% | 0.12% | -38.6% |
| Q3 2022 | $5,557,000 | -9.3% | 120,542 | -6.8% | 0.20% | -4.4% |
| Q2 2022 | $6,130,000 | -55.9% | 129,335 | -54.9% | 0.21% | -47.2% |
| Q1 2022 | $13,908,000 | -6.8% | 287,002 | -3.1% | 0.39% | +0.8% |
| Q4 2021 | $14,930,000 | -5.9% | 296,054 | -4.7% | 0.39% | -14.0% |
| Q3 2021 | $15,868,000 | -2.6% | 310,704 | -2.2% | 0.45% | -4.7% |
| Q2 2021 | $16,299,000 | -2.7% | 317,788 | -2.7% | 0.47% | -10.3% |
| Q1 2021 | $16,744,000 | -4.7% | 326,456 | -4.1% | 0.53% | -9.2% |
| Q4 2020 | $17,570,000 | +25.7% | 340,241 | +25.5% | 0.58% | +10.3% |
| Q3 2020 | $13,981,000 | +6.1% | 271,207 | +5.9% | 0.52% | -0.6% |
| Q2 2020 | $13,179,000 | – | 256,048 | – | 0.53% | – |
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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% |