ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $867,399 | +108.4% | 18,702 | +109.6% | 0.03% | +92.9% |
| Q2 2023 | $416,215 | -44.3% | 8,924 | -43.7% | 0.01% | -53.3% |
| Q1 2023 | $747,116 | +1.9% | 15,844 | +0.3% | 0.03% | -18.9% |
| Q4 2022 | $733,435 | +21.8% | 15,793 | +20.9% | 0.04% | +5.7% |
| Q3 2022 | $602,000 | +18.7% | 13,066 | +22.2% | 0.04% | +20.7% |
| Q2 2022 | $507,000 | -85.0% | 10,696 | -84.7% | 0.03% | -82.7% |
| Q1 2022 | $3,378,000 | -34.2% | 69,705 | -31.5% | 0.17% | -31.7% |
| Q4 2021 | $5,133,000 | -7.9% | 101,794 | -6.7% | 0.25% | -20.9% |
| Q3 2021 | $5,573,000 | +192.2% | 109,121 | +193.5% | 0.31% | +168.1% |
| Q2 2021 | $1,907,000 | +13.4% | 37,177 | +13.5% | 0.12% | -0.9% |
| Q1 2021 | $1,681,000 | -8.7% | 32,766 | -8.1% | 0.12% | -14.0% |
| Q4 2020 | $1,841,000 | -99.9% | 35,651 | +20.2% | 0.14% | +2.3% |
| Q3 2020 | $1,529,000,000 | – | 29,663 | – | 0.13% | – |
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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% |