ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,563,000 | +9.8% | 33,710 | +10.5% | 0.10% | +24.1% |
| Q2 2023 | $1,423,000 | +580716.3% | 30,518 | +488.1% | 0.08% | +315.8% |
| Q1 2023 | $245 | -90.6% | 5,189 | -90.7% | 0.02% | -88.7% |
| Q4 2022 | $2,602 | -99.5% | 56,025 | +356.6% | 0.17% | +194.7% |
| Q3 2022 | $566,000 | -68.6% | 12,271 | -65.7% | 0.06% | -44.7% |
| Q4 2021 | $1,802,000 | +105.0% | 35,724 | +107.7% | 0.10% | +74.6% |
| Q3 2021 | $879,000 | +130.1% | 17,203 | +131.3% | 0.06% | +353.8% |
| Q1 2021 | $382,000 | +4.9% | 7,436 | +5.4% | 0.01% | -18.8% |
| Q4 2020 | $364,000 | -4.0% | 7,055 | -3.9% | 0.02% | -15.8% |
| Q3 2020 | $379,000 | -37.5% | 7,343 | -37.6% | 0.02% | -42.4% |
| Q2 2020 | $606,000 | +12.4% | 11,774 | +10.3% | 0.03% | -17.5% |
| Q1 2020 | $539,000 | -21.0% | 10,674 | -21.2% | 0.04% | -23.1% |
| Q4 2019 | $682,000 | -84.0% | 13,540 | -84.0% | 0.05% | -85.2% |
| Q3 2019 | $4,266,000 | +158.1% | 84,499 | +154.8% | 0.35% | +90.3% |
| Q1 2019 | $1,653,000 | +175.0% | 33,158 | +170.8% | 0.18% | +117.6% |
| Q4 2018 | $601,000 | -71.9% | 12,245 | -71.9% | 0.08% | -81.3% |
| Q2 2018 | $2,138,000 | -3.4% | 43,572 | -3.6% | 0.45% | -17.9% |
| Q1 2018 | $2,213,000 | +1.1% | 45,184 | +2.4% | 0.55% | +3.4% |
| Q4 2017 | $2,189,000 | +190.3% | 44,117 | +192.8% | 0.54% | +171.6% |
| Q3 2017 | $754,000 | +13.6% | 15,066 | +14.0% | 0.20% | +4.8% |
| Q2 2017 | $664,000 | – | 13,220 | – | 0.19% | – |
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% |