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 | $303,636 | -62.4% | 6,547 | -62.2% | 0.06% | -61.5% |
Q2 2023 | $806,765 | +27.8% | 17,298 | +29.2% | 0.16% | +19.1% |
Q1 2023 | $631,203 | +9.9% | 13,386 | +8.3% | 0.13% | -0.8% |
Q4 2022 | $574,154 | +7.1% | 12,363 | +6.3% | 0.13% | +3.9% |
Q3 2022 | $536,000 | +14.5% | 11,626 | +18.7% | 0.13% | +29.6% |
Q2 2022 | $468,000 | +7.8% | 9,798 | +9.4% | 0.10% | +8.9% |
Q1 2022 | $434,000 | -2.3% | 8,958 | -0.6% | 0.09% | -3.2% |
Q4 2021 | $444,000 | -72.9% | 9,013 | -71.9% | 0.09% | -74.9% |
Q3 2021 | $1,640,000 | -17.3% | 32,109 | -16.9% | 0.37% | -18.3% |
Q2 2021 | $1,983,000 | -13.6% | 38,660 | -13.5% | 0.45% | -17.9% |
Q1 2021 | $2,294,000 | -18.2% | 44,691 | -17.8% | 0.55% | -22.1% |
Q4 2020 | $2,804,000 | +1254.6% | 54,369 | +1250.8% | 0.71% | +900.0% |
Q3 2020 | $207,000 | 0.0% | 4,025 | 0.0% | 0.07% | -1.4% |
Q2 2020 | $207,000 | -45.5% | 4,025 | -46.5% | 0.07% | -55.8% |
Q3 2019 | $380,000 | -39.1% | 7,522 | -39.0% | 0.16% | -40.7% |
Q2 2019 | $624,000 | – | 12,340 | – | 0.28% | – |
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% |