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 | $2,034,293 | +854.6% | 43,861 | +860.0% | 0.01% | +250.0% |
| Q2 2023 | $213,108 | -70.8% | 4,569 | -70.6% | 0.00% | -77.8% |
| Q4 2022 | $729,764 | -53.2% | 15,520 | -54.2% | 0.01% | -59.1% |
| Q3 2022 | $1,559,000 | -3.5% | 33,891 | -0.8% | 0.02% | -4.3% |
| Q2 2022 | $1,616,000 | -3.4% | 34,163 | -1.4% | 0.02% | 0.0% |
| Q1 2022 | $1,673,000 | -7.9% | 34,639 | -5.0% | 0.02% | -11.5% |
| Q4 2021 | $1,816,000 | +2.8% | 36,480 | +4.9% | 0.03% | 0.0% |
| Q3 2021 | $1,766,000 | +9.3% | 34,790 | +10.5% | 0.03% | 0.0% |
| Q2 2021 | $1,616,000 | +6.6% | 31,495 | +6.5% | 0.03% | -7.1% |
| Q1 2021 | $1,516,000 | – | 29,577 | – | 0.03% | – |
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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% |