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 | $103,414 | +38.3% | 2,229 | +39.1% | 0.18% | +43.2% |
| Q2 2023 | $74,772 | -22.0% | 1,603 | -21.1% | 0.12% | -25.6% |
| Q1 2023 | $95,823 | +92932.0% | 2,032 | -8.6% | 0.17% | -15.6% |
| Q4 2022 | $103 | -99.9% | 2,222 | +0.8% | 0.20% | -7.4% |
| Q3 2022 | $102,000 | -7.3% | 2,204 | -5.3% | 0.22% | -11.5% |
| Q2 2022 | $110,000 | -27.6% | 2,327 | -25.7% | 0.24% | -18.5% |
| Q1 2022 | $152,000 | +25.6% | 3,133 | +30.5% | 0.30% | +61.1% |
| Q4 2021 | $121,000 | -1.6% | 2,401 | 0.0% | 0.18% | -7.0% |
| Q3 2021 | $123,000 | +13.9% | 2,401 | +14.2% | 0.20% | +10.6% |
| Q2 2021 | $108,000 | -4.4% | 2,103 | -4.6% | 0.18% | -11.8% |
| Q1 2021 | $113,000 | +10.8% | 2,204 | -19.4% | 0.20% | +10.9% |
| Q4 2020 | $102,000 | -27.7% | 2,733 | 0.0% | 0.18% | -35.7% |
| Q3 2020 | $141,000 | -26.2% | 2,733 | -26.3% | 0.29% | -30.1% |
| Q2 2020 | $191,000 | -22.7% | 3,710 | -24.2% | 0.41% | -31.9% |
| Q1 2020 | $247,000 | -3.1% | 4,894 | -3.1% | 0.60% | +14.0% |
| Q4 2019 | $255,000 | -31.5% | 5,051 | -31.4% | 0.53% | -33.9% |
| Q3 2019 | $372,000 | -8.1% | 7,360 | -8.4% | 0.80% | +20.2% |
| Q2 2019 | $405,000 | -1.5% | 8,039 | -2.4% | 0.66% | +3.3% |
| Q1 2019 | $411,000 | +3.5% | 8,240 | +1.8% | 0.64% | +0.2% |
| Q4 2018 | $397,000 | -15.4% | 8,094 | -15.4% | 0.64% | -5.6% |
| Q3 2018 | $469,000 | -30.8% | 9,567 | -30.3% | 0.68% | +52.9% |
| Q2 2018 | $678,000 | 0.0% | 13,730 | 0.0% | 0.44% | 0.0% |
| Q1 2018 | $678,000 | +13.0% | 13,730 | +14.1% | 0.44% | +11.8% |
| Q4 2017 | $600,000 | +4.9% | 12,035 | +5.9% | 0.40% | +2.3% |
| Q3 2017 | $572,000 | +58.9% | 11,369 | +58.6% | 0.39% | +41.1% |
| Q2 2017 | $360,000 | +44.0% | 7,169 | +43.5% | 0.28% | +52.8% |
| Q1 2017 | $250,000 | +8.2% | 4,995 | +8.0% | 0.18% | +1.1% |
| Q4 2016 | $231,000 | +72.4% | 4,624 | +251.1% | 0.18% | +67.9% |
| Q3 2016 | $134,000 | 0.0% | 1,317 | 0.0% | 0.11% | -24.3% |
| Q2 2016 | $134,000 | +152.8% | 1,317 | +149.4% | 0.14% | +225.6% |
| Q1 2016 | $53,000 | +112.0% | 528 | +108.7% | 0.04% | +104.8% |
| Q4 2015 | $25,000 | +19.0% | 253 | +18.2% | 0.02% | +10.5% |
| Q3 2015 | $21,000 | -80.2% | 214 | -79.7% | 0.02% | -79.8% |
| Q2 2015 | $106,000 | +3.9% | 1,053 | +3.9% | 0.09% | +2.2% |
| Q1 2015 | $102,000 | – | 1,013 | – | 0.09% | – |
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% |