ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 251 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,325,675 | -7.2% | 157,949 | -6.7% | 0.37% | -7.6% |
| Q2 2023 | $7,893,773 | -2.7% | 169,249 | -1.6% | 0.40% | -9.4% |
| Q1 2023 | $8,112,971 | +11170.8% | 172,049 | +10999.9% | 0.44% | +10850.0% |
| Q4 2022 | $71,982 | -99.2% | 1,550 | -99.2% | 0.00% | -99.1% |
| Q1 2022 | $9,174,000 | -5.0% | 189,317 | -1.1% | 0.47% | -2.9% |
| Q4 2021 | $9,655,000 | -7.1% | 191,459 | -5.9% | 0.48% | -18.8% |
| Q3 2021 | $10,392,000 | -0.3% | 203,504 | +0.1% | 0.60% | +0.7% |
| Q2 2021 | $10,423,000 | +13.6% | 203,225 | +13.6% | 0.59% | +5.2% |
| Q1 2021 | $9,175,000 | -5.2% | 178,894 | -4.6% | 0.56% | -14.7% |
| Q4 2020 | $9,682,000 | -1.4% | 187,494 | -1.6% | 0.66% | -12.7% |
| Q3 2020 | $9,822,000 | +27.1% | 190,543 | +26.9% | 0.76% | +18.5% |
| Q2 2020 | $7,729,000 | +36.3% | 150,167 | +33.7% | 0.64% | -5.8% |
| Q1 2020 | $5,671,000 | +1.4% | 112,300 | +1.2% | 0.68% | +66.9% |
| Q4 2019 | $5,590,000 | +6.6% | 110,916 | +6.7% | 0.40% | -3.1% |
| Q3 2019 | $5,246,000 | +0.1% | 103,917 | 0.0% | 0.42% | -1.2% |
| Q2 2019 | $5,240,000 | +6.9% | 103,917 | +5.7% | 0.42% | +4.7% |
| Q1 2019 | $4,902,000 | +54.1% | 98,317 | +51.6% | 0.40% | +28.7% |
| Q4 2018 | $3,182,000 | -34.1% | 64,857 | -34.2% | 0.31% | -21.1% |
| Q3 2018 | $4,832,000 | +6.3% | 98,610 | +6.5% | 0.40% | +1.0% |
| Q2 2018 | $4,544,000 | -39.2% | 92,590 | -38.8% | 0.39% | -41.9% |
| Q1 2018 | $7,472,000 | -1.0% | 151,400 | 0.0% | 0.68% | -6.9% |
| Q4 2017 | $7,544,000 | +803.5% | 151,400 | +811.0% | 0.73% | +674.5% |
| Q3 2017 | $835,000 | – | 16,620 | – | 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% |