ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 25 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,522,656 | +465.9% | 32,830 | +469.1% | 0.00% | – |
| Q2 2023 | $269,066 | -87.6% | 5,769 | -87.5% | 0.00% | – |
| Q1 2023 | $2,177,524 | -7.8% | 46,178 | -9.2% | 0.00% | -100.0% |
| Q4 2022 | $2,360,731 | +502.2% | 50,834 | +497.6% | 0.00% | – |
| Q3 2022 | $392,000 | -63.3% | 8,506 | -62.3% | 0.00% | – |
| Q2 2022 | $1,068,000 | -73.2% | 22,542 | -71.4% | 0.00% | – |
| Q4 2021 | $3,980,000 | +12.3% | 78,940 | +14.7% | 0.00% | -100.0% |
| Q2 2020 | $3,544,000 | +961.1% | 68,849 | +939.7% | 0.00% | – |
| Q3 2019 | $334,000 | -61.2% | 6,622 | -61.3% | 0.00% | – |
| Q2 2019 | $861,000 | -77.7% | 17,094 | -77.9% | 0.00% | -100.0% |
| Q1 2019 | $3,855,000 | +384.3% | 77,316 | +376.7% | 0.00% | – |
| Q4 2018 | $796,000 | -14.2% | 16,220 | -14.3% | 0.00% | – |
| Q3 2018 | $928,000 | -79.8% | 18,929 | -79.7% | 0.00% | -100.0% |
| Q2 2018 | $4,585,000 | +117.4% | 93,419 | +118.6% | 0.00% | +100.0% |
| Q1 2018 | $2,109,000 | +518.5% | 42,739 | +525.0% | 0.00% | – |
| Q4 2017 | $341,000 | -84.8% | 6,838 | -84.7% | 0.00% | -100.0% |
| Q3 2017 | $2,242,000 | +204.6% | 44,591 | +204.7% | 0.00% | – |
| Q2 2017 | $736,000 | -84.5% | 14,634 | -84.4% | 0.00% | -100.0% |
| Q3 2016 | $4,744,000 | +634.4% | 93,662 | +1373.6% | 0.00% | – |
| Q2 2016 | $646,000 | -73.8% | 6,356 | -74.1% | 0.00% | -100.0% |
| Q1 2016 | $2,470,000 | +322.2% | 24,556 | +317.0% | 0.00% | – |
| Q4 2015 | $585,000 | +67.1% | 5,889 | +68.6% | 0.00% | – |
| Q3 2015 | $350,000 | -77.1% | 3,492 | -77.0% | 0.00% | -100.0% |
| Q2 2015 | $1,527,000 | +61.2% | 15,211 | +61.5% | 0.00% | – |
| Q2 2014 | $947,000 | +60.8% | 9,416 | +60.1% | 0.00% | – |
| Q4 2013 | $589,000 | – | 5,881 | – | 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% |