ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,260 | -0.5% | 6,819 | +0.0% | 0.09% | +3.5% |
| Q2 2023 | $317,955 | -1.1% | 6,817 | +0.0% | 0.08% | -5.6% |
| Q1 2023 | $321,393 | -55.3% | 6,816 | -55.9% | 0.09% | -56.5% |
| Q4 2022 | $718,321 | -9.4% | 15,468 | -10.1% | 0.21% | -20.4% |
| Q3 2022 | $793,000 | -2.7% | 17,203 | +0.0% | 0.26% | +4.0% |
| Q2 2022 | $815,000 | -2.3% | 17,202 | +0.0% | 0.25% | +13.6% |
| Q1 2022 | $834,000 | -15.7% | 17,201 | -12.2% | 0.22% | -9.5% |
| Q4 2021 | $989,000 | -7.5% | 19,602 | -6.3% | 0.24% | -18.7% |
| Q3 2021 | $1,069,000 | +4.2% | 20,924 | +4.6% | 0.30% | +5.3% |
| Q2 2021 | $1,026,000 | -2.4% | 20,007 | -2.4% | 0.28% | -5.3% |
| Q1 2021 | $1,051,000 | -5.6% | 20,500 | -4.9% | 0.30% | -13.0% |
| Q4 2020 | $1,113,000 | -2.0% | 21,552 | -2.2% | 0.34% | -11.5% |
| Q3 2020 | $1,136,000 | +0.3% | 22,032 | +0.1% | 0.39% | -10.6% |
| Q2 2020 | $1,133,000 | -3.5% | 22,019 | -5.3% | 0.44% | -17.1% |
| Q1 2020 | $1,174,000 | -3.8% | 23,254 | -4.0% | 0.53% | +22.3% |
| Q4 2019 | $1,221,000 | -2.1% | 24,230 | -1.9% | 0.43% | -2.9% |
| Q3 2019 | $1,247,000 | -4.3% | 24,702 | -4.4% | 0.44% | -7.9% |
| Q2 2019 | $1,303,000 | +0.2% | 25,843 | -1.0% | 0.48% | -4.4% |
| Q1 2019 | $1,301,000 | +1.6% | 26,096 | 0.0% | 0.50% | -10.2% |
| Q4 2018 | $1,280,000 | -4.4% | 26,096 | -4.5% | 0.56% | +8.9% |
| Q3 2018 | $1,339,000 | +0.3% | 27,331 | +0.5% | 0.51% | -4.5% |
| Q2 2018 | $1,335,000 | -8.9% | 27,196 | -8.4% | 0.54% | -12.4% |
| Q1 2018 | $1,465,000 | -28.5% | 29,678 | -27.8% | 0.61% | -25.7% |
| Q4 2017 | $2,049,000 | -1.9% | 41,113 | -1.1% | 0.83% | -8.5% |
| Q3 2017 | $2,089,000 | -0.2% | 41,553 | -0.2% | 0.90% | -4.6% |
| Q2 2017 | $2,093,000 | -2.3% | 41,648 | -2.5% | 0.95% | -8.2% |
| Q1 2017 | $2,142,000 | -0.2% | 42,728 | -0.5% | 1.03% | -5.1% |
| Q4 2016 | $2,146,000 | -8.3% | 42,928 | -7.1% | 1.09% | -9.7% |
| Q3 2016 | $2,341,000 | -7.1% | 46,221 | +86.2% | 1.20% | -12.4% |
| Q2 2016 | $2,521,000 | -4.6% | 24,823 | -5.5% | 1.38% | -8.3% |
| Q1 2016 | $2,643,000 | -1.5% | 26,268 | -2.8% | 1.50% | -9.3% |
| Q4 2015 | $2,682,000 | -7.2% | 27,018 | -6.2% | 1.65% | -14.8% |
| Q3 2015 | $2,889,000 | -0.0% | 28,793 | 0.0% | 1.94% | +9.0% |
| Q2 2015 | $2,890,000 | +1.5% | 28,793 | +2.1% | 1.78% | +1.1% |
| Q1 2015 | $2,846,000 | -0.5% | 28,203 | -1.2% | 1.76% | -3.7% |
| Q4 2014 | $2,861,000 | -6.5% | 28,553 | -6.6% | 1.83% | -11.2% |
| Q3 2014 | $3,059,000 | -6.6% | 30,558 | -6.2% | 2.06% | -6.3% |
| Q2 2014 | $3,274,000 | +9.4% | 32,563 | +9.2% | 2.20% | +6.3% |
| Q1 2014 | $2,992,000 | +9.4% | 29,833 | +9.2% | 2.07% | +8.6% |
| Q4 2013 | $2,736,000 | +396.6% | 27,325 | +395.9% | 1.90% | +351.2% |
| Q3 2013 | $551,000 | – | 5,510 | – | 0.42% | – |
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% |