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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,383,000 | -3.9% | 28,539 | 0.0% | 0.25% | -8.7% |
| Q4 2021 | $1,439,000 | -1.2% | 28,539 | 0.0% | 0.28% | -9.5% |
| Q3 2021 | $1,457,000 | -29.6% | 28,539 | -29.3% | 0.31% | -29.7% |
| Q2 2021 | $2,069,000 | 0.0% | 40,346 | 0.0% | 0.44% | -5.8% |
| Q1 2021 | $2,069,000 | -7.4% | 40,346 | -6.7% | 0.46% | -17.6% |
| Q4 2020 | $2,234,000 | -4.2% | 43,252 | -4.4% | 0.56% | -21.3% |
| Q3 2020 | $2,332,000 | +0.2% | 45,235 | 0.0% | 0.71% | -8.9% |
| Q2 2020 | $2,328,000 | -0.3% | 45,235 | -2.1% | 0.78% | -17.8% |
| Q1 2020 | $2,334,000 | -15.4% | 46,223 | -15.5% | 0.95% | -32.0% |
| Q4 2019 | $2,758,000 | – | 54,726 | – | 1.40% | – |
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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% |