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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $212,280 | -28.0% | 4,571 | -28.5% | 0.12% | -33.5% |
| Q3 2022 | $295,000 | -2.6% | 6,393 | +0.0% | 0.18% | +2.8% |
| Q2 2022 | $303,000 | -64.6% | 6,390 | -64.1% | 0.18% | -57.9% |
| Q1 2022 | $857,000 | -81.8% | 17,815 | -80.9% | 0.42% | -78.9% |
| Q4 2021 | $4,716,000 | -0.0% | 93,510 | +1.3% | 1.99% | -10.9% |
| Q3 2021 | $4,717,000 | +4.7% | 92,355 | +5.1% | 2.24% | -3.2% |
| Q2 2021 | $4,505,000 | +1.3% | 87,841 | +1.4% | 2.31% | +1.4% |
| Q1 2021 | $4,445,000 | +10.1% | 86,663 | +10.9% | 2.28% | +1.2% |
| Q4 2020 | $4,037,000 | +2.8% | 78,180 | +2.6% | 2.25% | -8.6% |
| Q3 2020 | $3,927,000 | +7.4% | 76,188 | +7.2% | 2.46% | -2.5% |
| Q2 2020 | $3,658,000 | +9.4% | 71,079 | +7.3% | 2.53% | -9.0% |
| Q1 2020 | $3,345,000 | +2.5% | 66,230 | +2.2% | 2.78% | +17.1% |
| Q4 2019 | $3,265,000 | +2.1% | 64,783 | +2.3% | 2.37% | +0.9% |
| Q3 2019 | $3,199,000 | +1.4% | 63,354 | +1.3% | 2.35% | -19.7% |
| Q2 2019 | $3,154,000 | – | 62,536 | – | 2.93% | – |
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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% |