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 2023 | $2,584,650 | +0.8% | 55,728 | +1.4% | 0.04% | +2.4% |
| Q2 2023 | $2,563,906 | -6.4% | 54,972 | -5.3% | 0.04% | -10.6% |
| Q1 2023 | $2,737,851 | -4.6% | 58,061 | -6.0% | 0.05% | -9.6% |
| Q4 2022 | $2,869,329 | -12.0% | 61,786 | -12.6% | 0.05% | -23.5% |
| Q3 2022 | $3,259,000 | +0.8% | 70,695 | +3.7% | 0.07% | 0.0% |
| Q2 2022 | $3,232,000 | -0.3% | 68,192 | +1.9% | 0.07% | -6.8% |
| Q1 2022 | $3,242,000 | -19.9% | 66,902 | -16.6% | 0.07% | -18.9% |
| Q4 2021 | $4,047,000 | -3.6% | 80,247 | -2.4% | 0.09% | +3.4% |
| Q3 2021 | $4,199,000 | +98.3% | 82,212 | +99.0% | 0.09% | +55.4% |
| Q2 2021 | $2,118,000 | -54.7% | 41,304 | -54.7% | 0.06% | -49.5% |
| Q1 2021 | $4,671,000 | +100.2% | 91,079 | +101.6% | 0.11% | +60.9% |
| Q4 2020 | $2,333,000 | -16.6% | 45,171 | -18.5% | 0.07% | -41.0% |
| Q1 2020 | $2,797,000 | – | 55,394 | – | 0.12% | – |
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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% |