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 | $88 | +14.3% | 1,883 | +13.9% | 0.01% | +25.0% |
| Q2 2023 | $77 | -53.0% | 1,653 | -52.4% | 0.00% | -55.6% |
| Q1 2023 | $164 | -4.7% | 3,473 | -6.1% | 0.01% | -10.0% |
| Q4 2022 | $172 | -99.9% | 3,700 | -14.2% | 0.01% | -28.6% |
| Q3 2022 | $199,000 | -29.4% | 4,311 | -27.6% | 0.01% | -30.0% |
| Q2 2022 | $282,000 | +100.0% | 5,958 | +103.4% | 0.02% | +122.2% |
| Q1 2022 | $141,000 | -10.8% | 2,929 | -6.6% | 0.01% | -10.0% |
| Q4 2021 | $158,000 | -53.1% | 3,136 | -52.4% | 0.01% | -54.5% |
| Q3 2021 | $337,000 | +10.5% | 6,589 | +10.7% | 0.02% | +10.0% |
| Q2 2021 | $305,000 | -55.1% | 5,950 | -55.2% | 0.02% | -57.4% |
| Q1 2021 | $680,000 | +16900.0% | 13,268 | +15150.6% | 0.05% | – |
| Q1 2020 | $4,000 | +33.3% | 87 | +58.2% | 0.00% | – |
| Q4 2019 | $3,000 | – | 55 | – | 0.00% | – |
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% |