ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,776 | +1.9% | 4,932 | +2.5% | 0.01% | 0.0% |
| Q2 2023 | $224,487 | -72.9% | 4,813 | -72.6% | 0.01% | -77.3% |
| Q1 2023 | $828,934 | +8.3% | 17,578 | +6.6% | 0.02% | +15.8% |
| Q4 2022 | $765,732 | +37.2% | 16,488 | +36.1% | 0.02% | +18.8% |
| Q3 2022 | $558,000 | -95.6% | 12,112 | -95.2% | 0.02% | -94.3% |
| Q4 2021 | $12,705,000 | -13.6% | 251,930 | -12.5% | 0.28% | -24.9% |
| Q3 2021 | $14,702,000 | +0.5% | 287,886 | +0.9% | 0.37% | +2.7% |
| Q2 2021 | $14,628,000 | -2.3% | 285,195 | -2.3% | 0.36% | -12.1% |
| Q1 2021 | $14,968,000 | +1.2% | 291,836 | +1.9% | 0.41% | -5.7% |
| Q4 2020 | $14,797,000 | +10.7% | 286,533 | +10.5% | 0.44% | 0.0% |
| Q3 2020 | $13,362,000 | +208.0% | 259,201 | +207.5% | 0.44% | +183.2% |
| Q2 2020 | $4,338,000 | +965.8% | 84,289 | +945.0% | 0.16% | +715.8% |
| Q1 2020 | $407,000 | -1.7% | 8,066 | -1.9% | 0.02% | +18.8% |
| Q4 2019 | $414,000 | +21.8% | 8,221 | +22.2% | 0.02% | +6.7% |
| Q3 2019 | $340,000 | +17.6% | 6,729 | +17.4% | 0.02% | +15.4% |
| Q2 2019 | $289,000 | +18.0% | 5,734 | +16.8% | 0.01% | +18.2% |
| Q1 2019 | $245,000 | -3.5% | 4,911 | -5.0% | 0.01% | -15.4% |
| Q4 2018 | $254,000 | +1714.3% | 5,168 | +1663.8% | 0.01% | +1200.0% |
| Q3 2018 | $14,000 | -86.9% | 293 | -86.5% | 0.00% | -80.0% |
| Q1 2018 | $107,000 | -49.3% | 2,178 | -48.7% | 0.01% | -44.4% |
| Q4 2017 | $211,000 | -4.5% | 4,244 | -3.6% | 0.01% | -10.0% |
| Q3 2017 | $221,000 | -28.5% | 4,403 | -28.4% | 0.01% | -37.5% |
| Q2 2017 | $309,000 | -11.7% | 6,148 | -11.9% | 0.02% | -20.0% |
| Q1 2017 | $350,000 | +50.9% | 6,976 | +50.1% | 0.02% | +42.9% |
| Q4 2016 | $232,000 | – | 4,648 | – | 0.01% | – |
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% |