ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 251 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,042 | +48.8% | 389 | +49.6% | 0.00% | – |
| Q2 2023 | $12,126 | +36645.5% | 260 | -62.7% | 0.00% | -100.0% |
| Q1 2023 | $33 | -83.7% | 697 | -84.1% | 0.00% | -87.5% |
| Q4 2022 | $203 | -93.2% | 4,380 | +6536.4% | 0.01% | – |
| Q3 2022 | $3,000 | -80.0% | 66 | -79.1% | 0.00% | – |
| Q2 2022 | $15,000 | +50.0% | 316 | +62.9% | 0.00% | – |
| Q2 2021 | $10,000 | +100.0% | 194 | +94.0% | 0.00% | – |
| Q1 2020 | $5,000 | – | 100 | – | 0.00% | – |
| Q1 2014 | $0 | – | 0 | – | 0.00% | – |
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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% |