ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,749,286 | -3.2% | 80,838 | -2.6% | 0.46% | -0.9% |
| Q2 2023 | $3,871,742 | +5.2% | 83,013 | +6.4% | 0.46% | +1.5% |
| Q1 2023 | $3,679,228 | +21.3% | 78,024 | +19.5% | 0.46% | +14.9% |
| Q4 2022 | $3,032,967 | +8.7% | 65,309 | +7.9% | 0.40% | +2.6% |
| Q3 2022 | $2,791,000 | -16.5% | 60,537 | -14.1% | 0.39% | -14.6% |
| Q2 2022 | $3,341,000 | -28.8% | 70,490 | -27.2% | 0.45% | -19.1% |
| Q1 2022 | $4,692,000 | -11.4% | 96,828 | -7.8% | 0.56% | -6.4% |
| Q4 2021 | $5,298,000 | +5.3% | 105,049 | +6.6% | 0.60% | -2.8% |
| Q3 2021 | $5,032,000 | +143.1% | 98,541 | +144.2% | 0.62% | +138.4% |
| Q2 2021 | $2,070,000 | +101.8% | 40,351 | +101.7% | 0.26% | +89.7% |
| Q1 2021 | $1,026,000 | +570.6% | 20,009 | +575.3% | 0.14% | +547.6% |
| Q4 2020 | $153,000 | -26.1% | 2,963 | -26.1% | 0.02% | -32.3% |
| Q3 2020 | $207,000 | +1.0% | 4,011 | +0.5% | 0.03% | -8.8% |
| Q2 2020 | $205,000 | -10.9% | 3,990 | -12.6% | 0.03% | -19.0% |
| Q1 2020 | $230,000 | +0.4% | 4,563 | +0.4% | 0.04% | +13.5% |
| Q4 2019 | $229,000 | +663.3% | 4,546 | +661.5% | 0.04% | +640.0% |
| Q3 2019 | $30,000 | – | 597 | – | 0.01% | – |
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% |