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 | $16,563,412 | +113.2% | 357,124 | +114.4% | 1.06% | +10.8% |
| Q2 2023 | $7,768,358 | -50.4% | 166,560 | -49.8% | 0.95% | -5.6% |
| Q1 2023 | $15,646,735 | +88.9% | 331,513 | +85.9% | 1.01% | -8.3% |
| Q4 2022 | $8,283,689 | -30.0% | 178,374 | -30.1% | 1.10% | -28.0% |
| Q3 2022 | $11,827,000 | -5.5% | 255,170 | -3.1% | 1.53% | -2.0% |
| Q2 2022 | $12,515,000 | -28.3% | 263,243 | -28.0% | 1.56% | -32.2% |
| Q1 2022 | $17,463,000 | -12.1% | 365,568 | -7.2% | 2.30% | +4.3% |
| Q4 2021 | $19,863,000 | +1.4% | 393,870 | +2.0% | 2.21% | -0.7% |
| Q3 2021 | $19,595,000 | +10.2% | 386,037 | +11.4% | 2.22% | +8.1% |
| Q2 2021 | $17,775,000 | +9.6% | 346,431 | +9.7% | 2.06% | +4.3% |
| Q1 2021 | $16,217,000 | +12.9% | 315,757 | +13.5% | 1.97% | +4.1% |
| Q4 2020 | $14,363,000 | +84.8% | 278,130 | +84.5% | 1.90% | +61.4% |
| Q3 2020 | $7,773,000 | +363.8% | 150,785 | +363.0% | 1.17% | +319.3% |
| Q2 2020 | $1,676,000 | – | 32,565 | – | 0.28% | – |
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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% |