ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,365,280 | -3.1% | 266,608 | -2.6% | 0.38% | -1.8% |
| Q2 2023 | $12,763,342 | -66.9% | 273,657 | -66.5% | 0.39% | -68.9% |
| Q1 2023 | $38,514,916 | +23.7% | 816,773 | +21.8% | 1.25% | +16.7% |
| Q4 2022 | $31,144,955 | +173.2% | 670,649 | +171.2% | 1.07% | +100.9% |
| Q3 2022 | $11,401,000 | -3.0% | 247,309 | -0.3% | 0.53% | -3.8% |
| Q2 2022 | $11,757,000 | +0.8% | 248,045 | +3.0% | 0.55% | +11.0% |
| Q1 2022 | $11,666,000 | -0.4% | 240,727 | +3.6% | 0.50% | +9.0% |
| Q4 2021 | $11,716,000 | +5.5% | 232,329 | +6.8% | 0.46% | -14.6% |
| Q3 2021 | $11,108,000 | – | 217,511 | – | 0.54% | – |
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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% |