ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 203 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,065,068 | +248.0% | 87,647 | +249.9% | 0.09% | +260.0% |
| Q2 2023 | $1,168,192 | -87.9% | 25,047 | -87.8% | 0.02% | -86.9% |
| Q1 2023 | $9,645,036 | +309.4% | 204,539 | +303.2% | 0.19% | +185.1% |
| Q4 2022 | $2,355,761 | -19.7% | 50,727 | -20.3% | 0.07% | -27.2% |
| Q3 2022 | $2,933,000 | -79.6% | 63,621 | -77.7% | 0.09% | -84.5% |
| Q4 2021 | $14,389,000 | +48.4% | 285,328 | +50.3% | 0.60% | +51.8% |
| Q3 2021 | $9,694,000 | +277.9% | 189,821 | +279.6% | 0.39% | +350.6% |
| Q2 2021 | $2,565,000 | -11.7% | 50,007 | -11.7% | 0.09% | -46.3% |
| Q1 2021 | $2,904,000 | -55.3% | 56,620 | -55.0% | 0.16% | -68.4% |
| Q3 2020 | $6,490,000 | +35.2% | 125,904 | +35.0% | 0.51% | +48.8% |
| Q2 2020 | $4,800,000 | +13.6% | 93,251 | +11.5% | 0.34% | -34.6% |
| Q3 2019 | $4,224,000 | +326.7% | 83,665 | +326.1% | 0.53% | +324.2% |
| Q2 2019 | $990,000 | -74.5% | 19,637 | -74.8% | 0.12% | -80.9% |
| Q1 2019 | $3,885,000 | +400.0% | 77,927 | +391.7% | 0.65% | +385.1% |
| Q3 2018 | $777,000 | -64.9% | 15,849 | -64.8% | 0.13% | -44.9% |
| Q2 2018 | $2,212,000 | – | 45,074 | – | 0.24% | – |
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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% |