ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $460,141 | -16.1% | 9,758 | -17.4% | 0.01% | -84.0% |
| Q4 2022 | $548,642 | +22.2% | 11,814 | +21.3% | 0.08% | +15.4% |
| Q3 2022 | $449,000 | -33.2% | 9,736 | -31.4% | 0.06% | -25.3% |
| Q2 2022 | $672,000 | -11.6% | 14,183 | -9.5% | 0.09% | -6.5% |
| Q1 2022 | $760,000 | +3.7% | 15,673 | +7.8% | 0.09% | +13.4% |
| Q4 2021 | $733,000 | -3.6% | 14,544 | -2.2% | 0.08% | -29.9% |
| Q3 2021 | $760,000 | -23.2% | 14,878 | -22.9% | 0.12% | -46.3% |
| Q1 2021 | $990,000 | -92.0% | 19,294 | -91.9% | 0.22% | +19.1% |
| Q4 2020 | $12,338,000 | -27.0% | 238,933 | -27.1% | 0.18% | -41.0% |
| Q3 2020 | $16,890,000 | +106.9% | 327,660 | +106.6% | 0.31% | +92.5% |
| Q2 2020 | $8,163,000 | -16.9% | 158,598 | -18.5% | 0.16% | -46.9% |
| Q1 2020 | $9,824,000 | +148.6% | 194,523 | +148.1% | 0.30% | +152.5% |
| Q4 2019 | $3,951,000 | +65.7% | 78,395 | +66.0% | 0.12% | +23.7% |
| Q3 2019 | $2,384,000 | +19.1% | 47,217 | +18.9% | 0.10% | +12.8% |
| Q2 2019 | $2,002,000 | – | 39,701 | – | 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% |