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 | $310,746 | -0.6% | 6,700 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $312,488 | -1.1% | 6,700 | 0.0% | 0.07% | -11.2% |
| Q1 2023 | $315,939 | +1.5% | 6,700 | 0.0% | 0.08% | -20.8% |
| Q4 2022 | $311,148 | +0.7% | 6,700 | 0.0% | 0.10% | -2.9% |
| Q3 2022 | $309,000 | -2.8% | 6,700 | 0.0% | 0.10% | +1.0% |
| Q2 2022 | $318,000 | -2.2% | 6,700 | 0.0% | 0.10% | +8.4% |
| Q1 2022 | $325,000 | -3.8% | 6,700 | 0.0% | 0.10% | -3.1% |
| Q4 2021 | $338,000 | -1.2% | 6,700 | 0.0% | 0.10% | -12.5% |
| Q3 2021 | $342,000 | -0.6% | 6,700 | 0.0% | 0.11% | -2.6% |
| Q2 2021 | $344,000 | 0.0% | 6,700 | 0.0% | 0.12% | -16.1% |
| Q1 2021 | $344,000 | – | 6,700 | – | 0.14% | – |
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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% |