ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,685,323 | +1.1% | 36,337 | +1.7% | 0.01% | -14.3% |
| Q2 2023 | $1,666,620 | -23.9% | 35,734 | -23.1% | 0.01% | -30.0% |
| Q1 2023 | $2,190,615 | -2.6% | 46,456 | -4.1% | 0.01% | -9.1% |
| Q4 2022 | $2,249,359 | +26.5% | 48,436 | +25.6% | 0.01% | +10.0% |
| Q3 2022 | $1,778,000 | +0.1% | 38,567 | +2.9% | 0.01% | -9.1% |
| Q2 2022 | $1,777,000 | -40.5% | 37,492 | -39.2% | 0.01% | -42.1% |
| Q1 2022 | $2,986,000 | +406.1% | 61,615 | +426.8% | 0.02% | +375.0% |
| Q4 2021 | $590,000 | -38.1% | 11,697 | -37.3% | 0.00% | -50.0% |
| Q3 2021 | $953,000 | +4.0% | 18,659 | +4.5% | 0.01% | -11.1% |
| Q2 2021 | $916,000 | +0.1% | 17,858 | +0.1% | 0.01% | -10.0% |
| Q1 2021 | $915,000 | +21.0% | 17,845 | +21.9% | 0.01% | 0.0% |
| Q4 2020 | $756,000 | +504.8% | 14,636 | +502.1% | 0.01% | +400.0% |
| Q3 2020 | $125,000 | -12.0% | 2,431 | -12.0% | 0.00% | 0.0% |
| Q2 2020 | $142,000 | +15.4% | 2,762 | +13.6% | 0.00% | -33.3% |
| Q1 2020 | $123,000 | 0.0% | 2,431 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $123,000 | 0.0% | 2,431 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $123,000 | +1.7% | 2,431 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $121,000 | +1.7% | 2,431 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $119,000 | -2.5% | 2,431 | -2.7% | 0.01% | +20.0% |
| Q3 2018 | $122,000 | +2.5% | 2,498 | +2.8% | 0.01% | -28.6% |
| Q2 2018 | $119,000 | -95.6% | 2,431 | -91.0% | 0.01% | -98.5% |
| Q4 2013 | $2,703,000 | – | 27,000 | – | 0.46% | – |
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% |