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 | $1,243,573 | +0.5% | 26,812 | +1.0% | 0.13% | +23.5% |
| Q2 2023 | $1,237,621 | -11.0% | 26,535 | -10.0% | 0.10% | -27.7% |
| Q1 2023 | $1,390,487 | +593.3% | 29,487 | +582.9% | 0.14% | +683.3% |
| Q4 2022 | $200,550 | -83.2% | 4,318 | -83.3% | 0.02% | -84.2% |
| Q3 2022 | $1,194,000 | -28.2% | 25,904 | -25.9% | 0.11% | -26.0% |
| Q2 2022 | $1,664,000 | -1.8% | 34,981 | 0.0% | 0.15% | +18.5% |
| Q1 2022 | $1,695,000 | -5.4% | 34,981 | -1.6% | 0.13% | -8.5% |
| Q4 2021 | $1,792,000 | -0.7% | 35,543 | +0.6% | 0.14% | -13.4% |
| Q3 2021 | $1,805,000 | -8.7% | 35,336 | -8.3% | 0.16% | -10.4% |
| Q2 2021 | $1,976,000 | -0.2% | 38,524 | -0.2% | 0.18% | -7.1% |
| Q1 2021 | $1,980,000 | -19.5% | 38,605 | -18.9% | 0.20% | -29.9% |
| Q4 2020 | $2,460,000 | -11.4% | 47,628 | -11.5% | 0.28% | -38.6% |
| Q3 2020 | $2,775,000 | +1155.7% | 53,825 | +1127.8% | 0.46% | +1017.1% |
| Q3 2019 | $221,000 | – | 4,384 | – | 0.04% | – |
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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% |