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 | $1,084 | +3.5% | 23,370 | +4.1% | 0.33% | +11.0% |
| Q2 2023 | $1,047 | -13.8% | 22,448 | -12.9% | 0.30% | -15.5% |
| Q1 2023 | $1,215 | -16.8% | 25,771 | -18.1% | 0.35% | -20.1% |
| Q4 2022 | $1,461 | -99.9% | 31,461 | +0.6% | 0.44% | -5.9% |
| Q3 2022 | $1,442,000 | -1.7% | 31,281 | +1.1% | 0.47% | +7.5% |
| Q2 2022 | $1,467,000 | -2.1% | 30,953 | +0.1% | 0.44% | +10.9% |
| Q1 2022 | $1,499,000 | +30.7% | 30,931 | +36.0% | 0.40% | +33.0% |
| Q4 2021 | $1,147,000 | -31.8% | 22,740 | -30.9% | 0.30% | -37.6% |
| Q3 2021 | $1,681,000 | -11.1% | 32,921 | -10.7% | 0.48% | -12.8% |
| Q2 2021 | $1,890,000 | +1.1% | 36,851 | +1.1% | 0.55% | -17.5% |
| Q1 2021 | $1,870,000 | -40.8% | 36,454 | -40.4% | 0.66% | -47.2% |
| Q4 2020 | $3,159,000 | -7.1% | 61,169 | -7.2% | 1.25% | -16.3% |
| Q3 2020 | $3,399,000 | -18.7% | 65,945 | -18.9% | 1.50% | -25.7% |
| Q2 2020 | $4,183,000 | +1.9% | 81,265 | 0.0% | 2.01% | -11.9% |
| Q1 2020 | $4,104,000 | +81.9% | 81,265 | +81.6% | 2.29% | +116.8% |
| Q4 2019 | $2,256,000 | – | 44,760 | – | 1.06% | – |
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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% |