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 | $14,676,368 | +37.1% | 316,437 | +37.8% | 0.02% | +42.9% |
| Q2 2023 | $10,708,615 | -13.4% | 229,602 | -12.5% | 0.01% | -22.2% |
| Q1 2023 | $12,367,862 | -3.4% | 262,281 | -4.9% | 0.02% | -5.3% |
| Q4 2022 | $12,804,625 | -14.5% | 275,724 | -15.1% | 0.02% | -26.9% |
| Q3 2022 | $14,971,000 | +43.1% | 324,752 | +47.1% | 0.03% | +52.9% |
| Q2 2022 | $10,463,000 | -52.4% | 220,744 | -51.4% | 0.02% | -50.0% |
| Q1 2022 | $21,997,000 | +24.2% | 453,925 | +29.2% | 0.03% | +21.4% |
| Q4 2021 | $17,711,000 | +36.2% | 351,202 | +37.9% | 0.03% | +21.7% |
| Q3 2021 | $13,008,000 | +591.2% | 254,706 | +594.0% | 0.02% | +666.7% |
| Q2 2021 | $1,882,000 | -72.8% | 36,703 | -72.8% | 0.00% | -78.6% |
| Q1 2021 | $6,919,000 | +220.3% | 134,901 | +222.5% | 0.01% | +180.0% |
| Q4 2020 | $2,160,000 | +831.0% | 41,827 | +828.0% | 0.01% | +400.0% |
| Q3 2020 | $232,000 | -48.8% | 4,507 | -48.7% | 0.00% | 0.0% |
| Q2 2020 | $453,000 | +36.9% | 8,793 | +34.3% | 0.00% | 0.0% |
| Q3 2019 | $331,000 | +359.7% | 6,547 | +354.0% | 0.00% | – |
| Q2 2017 | $72,000 | 0.0% | 1,442 | 0.0% | 0.00% | – |
| Q1 2017 | $72,000 | 0.0% | 1,442 | 0.0% | 0.00% | – |
| Q4 2016 | $72,000 | -1.4% | 1,442 | 0.0% | 0.00% | – |
| Q3 2016 | $73,000 | +1360.0% | 1,442 | +2620.8% | 0.00% | – |
| Q1 2016 | $5,000 | – | 53 | – | 0.00% | – |
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% |