ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,058,000 | -85.3% | 66,349 | -84.9% | 0.43% | -86.4% |
| Q2 2022 | $20,828,000 | -26.7% | 439,415 | -22.0% | 3.14% | -27.9% |
| Q1 2022 | $28,414,000 | 0.0% | 563,452 | 0.0% | 4.36% | 0.0% |
| Q4 2021 | $28,414,000 | +5.2% | 563,452 | +6.5% | 4.36% | -4.4% |
| Q3 2021 | $27,022,000 | +15.4% | 529,124 | +15.9% | 4.56% | +13.9% |
| Q2 2021 | $23,410,000 | +26.1% | 456,441 | +26.1% | 4.00% | +15.5% |
| Q1 2021 | $18,559,000 | +24.5% | 361,859 | +25.4% | 3.47% | +8.8% |
| Q4 2020 | $14,903,000 | +15.1% | 288,596 | +14.9% | 3.19% | -0.5% |
| Q3 2020 | $12,943,000 | +16.4% | 251,094 | +16.3% | 3.20% | +13.4% |
| Q2 2020 | $11,116,000 | +164.2% | 215,980 | +158.7% | 2.83% | +134.6% |
| Q4 2019 | $4,207,000 | +38.3% | 83,490 | +38.5% | 1.20% | +18.5% |
| Q3 2019 | $3,043,000 | +49.4% | 60,273 | +49.2% | 1.02% | +32.1% |
| Q2 2019 | $2,037,000 | +185.3% | 40,395 | +181.9% | 0.77% | +185.2% |
| Q1 2019 | $714,000 | -90.6% | 14,329 | -90.7% | 0.27% | -91.3% |
| Q4 2018 | $7,562,000 | +177.3% | 154,151 | +467.3% | 3.10% | -37.3% |
| Q3 2015 | $2,727,000 | – | 27,175 | – | 4.94% | – |
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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% |