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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,043,000 | -3.1% | 99,993 | -1.8% | 1.93% | -86.0% |
| Q3 2021 | $5,202,000 | +526.7% | 101,857 | +529.6% | 13.85% | +1666.7% |
| Q1 2021 | $830,000 | -70.3% | 16,178 | -71.1% | 0.78% | -70.1% |
| Q1 2019 | $2,793,000 | -4.2% | 56,020 | -5.7% | 2.62% | -14.8% |
| Q4 2018 | $2,915,000 | -9.7% | 59,380 | -9.9% | 3.07% | +0.8% |
| Q3 2018 | $3,228,000 | – | 65,880 | – | 3.05% | – |
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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% |