ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 95 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,326,188 | -94.7% | 71,716 | -94.7% | 0.00% | -95.2% |
| Q2 2023 | $62,682,294 | -22.3% | 1,343,960 | -21.5% | 0.02% | -36.4% |
| Q1 2023 | $80,704,368 | -25.5% | 1,711,470 | -26.6% | 0.03% | -34.0% |
| Q4 2022 | $108,327,523 | +195.0% | 2,332,634 | +192.9% | 0.05% | +212.5% |
| Q3 2022 | $36,718,000 | +62.7% | 796,484 | +71.0% | 0.02% | +128.6% |
| Q1 2022 | $22,570,000 | +0.3% | 465,737 | +4.3% | 0.01% | 0.0% |
| Q4 2021 | $22,513,000 | +399.6% | 446,418 | +406.0% | 0.01% | +250.0% |
| Q3 2021 | $4,506,000 | +318.8% | 88,229 | +320.4% | 0.00% | – |
| Q2 2021 | $1,076,000 | -76.6% | 20,987 | -76.4% | 0.00% | -100.0% |
| Q4 2020 | $4,595,000 | +32.4% | 88,973 | +32.2% | 0.00% | 0.0% |
| Q3 2020 | $3,471,000 | -84.8% | 67,327 | -85.1% | 0.00% | -90.9% |
| Q1 2020 | $22,809,000 | +1175.7% | 451,665 | +1175.3% | 0.02% | +633.3% |
| Q3 2019 | $1,788,000 | -24.7% | 35,417 | -24.8% | 0.00% | -25.0% |
| Q2 2019 | $2,375,000 | -16.3% | 47,090 | -17.2% | 0.00% | -20.0% |
| Q1 2019 | $2,836,000 | +121.9% | 56,884 | +118.3% | 0.01% | +66.7% |
| Q4 2018 | $1,278,000 | -51.5% | 26,054 | -51.5% | 0.00% | -40.0% |
| Q3 2018 | $2,634,000 | +1050.2% | 53,756 | +1058.8% | 0.01% | +400.0% |
| Q1 2018 | $229,000 | -91.4% | 4,639 | -91.3% | 0.00% | -91.7% |
| Q1 2017 | $2,675,000 | -49.6% | 53,366 | +2.1% | 0.01% | -53.8% |
| Q2 2016 | $5,307,000 | +137.0% | 52,251 | +134.8% | 0.03% | +100.0% |
| Q1 2016 | $2,239,000 | -49.0% | 22,249 | -49.1% | 0.01% | -51.9% |
| Q3 2015 | $4,387,000 | +181.9% | 43,724 | +182.1% | 0.03% | +170.0% |
| Q2 2015 | $1,556,000 | +218.9% | 15,500 | +220.6% | 0.01% | +150.0% |
| Q1 2015 | $488,000 | -53.0% | 4,834 | -53.2% | 0.00% | -69.2% |
| Q2 2014 | $1,039,000 | -74.0% | 10,329 | -74.1% | 0.01% | -70.5% |
| Q1 2014 | $3,997,000 | – | 39,865 | – | 0.04% | – |
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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% |