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 | $1,353,094 | +1.6% | 29,174 | +2.2% | 0.71% | +4.8% |
Q2 2023 | $1,331,332 | -2.3% | 28,545 | -1.2% | 0.68% | -8.1% |
Q1 2023 | $1,362,005 | +102537.9% | 28,884 | +1.0% | 0.74% | -4.4% |
Q4 2022 | $1,327 | -99.9% | 28,585 | -0.6% | 0.78% | -10.8% |
Q3 2022 | $1,326,000 | +1.8% | 28,767 | +4.7% | 0.87% | +5.3% |
Q2 2022 | $1,303,000 | -0.6% | 27,480 | +1.6% | 0.82% | +15.7% |
Q1 2022 | $1,311,000 | +0.3% | 27,052 | +4.4% | 0.71% | +12.8% |
Q4 2021 | $1,307,000 | -2.3% | 25,912 | -1.1% | 0.63% | -13.7% |
Q3 2021 | $1,338,000 | +6.2% | 26,205 | +6.6% | 0.73% | +4.9% |
Q2 2021 | $1,260,000 | +0.7% | 24,573 | +0.8% | 0.70% | -13.7% |
Q1 2021 | $1,251,000 | -4.4% | 24,384 | -3.7% | 0.81% | -10.5% |
Q4 2020 | $1,308,000 | +6.5% | 25,327 | +6.4% | 0.90% | -5.4% |
Q3 2020 | $1,228,000 | +0.9% | 23,814 | +0.6% | 0.96% | -7.7% |
Q2 2020 | $1,217,000 | +2.1% | 23,661 | +0.3% | 1.04% | -16.6% |
Q1 2020 | $1,192,000 | -0.4% | 23,596 | -0.7% | 1.24% | +27.4% |
Q4 2019 | $1,197,000 | -1.6% | 23,754 | -1.4% | 0.98% | -7.4% |
Q3 2019 | $1,216,000 | -1.3% | 24,088 | -1.4% | 1.05% | -1.7% |
Q2 2019 | $1,232,000 | +3.1% | 24,431 | +1.9% | 1.07% | -1.7% |
Q1 2019 | $1,195,000 | +3.6% | 23,975 | +2.0% | 1.09% | -9.3% |
Q4 2018 | $1,153,000 | – | 23,510 | – | 1.20% | – |
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% |