ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,866,120 | -7.2% | 169,602 | -6.7% | 4.57% | +0.3% |
| Q2 2023 | $8,475,967 | -5.8% | 181,732 | -4.7% | 4.55% | -7.8% |
| Q1 2023 | $8,994,540 | +622.4% | 190,744 | +611.5% | 4.94% | +590.6% |
| Q4 2022 | $1,245,008 | +177.9% | 26,809 | +175.7% | 0.72% | +190.7% |
| Q3 2022 | $448,000 | -2.6% | 9,724 | +0.3% | 0.25% | +2.1% |
| Q2 2022 | $460,000 | -39.6% | 9,696 | -38.4% | 0.24% | -31.3% |
| Q1 2022 | $762,000 | -3.8% | 15,732 | +0.2% | 0.35% | -0.6% |
| Q4 2021 | $792,000 | -4.0% | 15,701 | -2.8% | 0.35% | -10.9% |
| Q3 2021 | $825,000 | -5.2% | 16,151 | -4.8% | 0.40% | -2.7% |
| Q2 2021 | $870,000 | -7.3% | 16,960 | -7.3% | 0.41% | -17.8% |
| Q1 2021 | $939,000 | -1.3% | 18,301 | -0.6% | 0.50% | +3.3% |
| Q4 2020 | $951,000 | -15.8% | 18,414 | -16.0% | 0.48% | -23.2% |
| Q3 2020 | $1,130,000 | -25.7% | 21,916 | -25.8% | 0.62% | -20.3% |
| Q2 2020 | $1,520,000 | +44.3% | 29,535 | +41.7% | 0.78% | +18.8% |
| Q1 2020 | $1,053,000 | +2.7% | 20,850 | +2.5% | 0.66% | +35.0% |
| Q4 2019 | $1,025,000 | – | 20,338 | – | 0.49% | – |
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% |