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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,227,992 | -0.3% | 134,282 | +0.3% | 0.29% | -9.3% |
| Q2 2023 | $6,245,486 | +157.2% | 133,908 | +160.0% | 0.32% | +128.2% |
| Q1 2023 | $2,428,486 | +9.0% | 51,500 | +7.3% | 0.14% | -6.6% |
| Q4 2022 | $2,228,386 | +46.8% | 47,984 | +45.7% | 0.15% | +31.0% |
| Q3 2022 | $1,518,000 | -19.1% | 32,929 | -16.9% | 0.12% | -19.4% |
| Q2 2022 | $1,877,000 | -33.2% | 39,605 | -28.0% | 0.14% | -31.8% |
| Q3 2021 | $2,808,000 | -12.6% | 54,978 | -12.2% | 0.21% | -17.3% |
| Q2 2021 | $3,213,000 | +4.9% | 62,646 | +4.9% | 0.26% | -10.2% |
| Q1 2021 | $3,064,000 | +50.8% | 59,747 | +51.8% | 0.28% | +49.5% |
| Q4 2020 | $2,032,000 | +68.2% | 39,358 | +67.9% | 0.19% | +38.7% |
| Q3 2020 | $1,208,000 | +84.4% | 23,437 | +84.1% | 0.14% | +55.7% |
| Q2 2020 | $655,000 | – | 12,730 | – | 0.09% | – |
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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% |