ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,017 | +0.2% | 86 | +1.2% | 0.00% | – |
| Q2 2023 | $4,010 | -72.1% | 85 | -72.0% | 0.00% | -100.0% |
| Q1 2023 | $14,353 | +102421.4% | 304 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14 | -99.9% | 304 | -28.0% | 0.00% | -50.0% |
| Q1 2022 | $20,000 | -4.8% | 422 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | 0.0% | 421 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 419 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | 0.0% | 417 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | 0.0% | 416 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | 0.0% | 414 | +0.5% | 0.00% | -33.3% |
| Q3 2020 | $21,000 | 0.0% | 412 | +0.5% | 0.00% | +50.0% |
| Q2 2020 | $21,000 | 0.0% | 410 | +0.5% | 0.00% | -33.3% |
| Q1 2020 | $21,000 | +5.0% | 408 | +0.5% | 0.00% | +50.0% |
| Q4 2019 | $20,000 | – | 406 | – | 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% |