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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,362,060 | +4.4% | 157,849 | +5.5% | 0.74% | +1.4% |
| Q1 2023 | $7,053,696 | +0.1% | 149,585 | -1.4% | 0.73% | -4.8% |
| Q4 2022 | $7,048,166 | -7.7% | 151,769 | -8.4% | 0.76% | -16.4% |
| Q3 2022 | $7,638,000 | -15.8% | 165,681 | -13.4% | 0.91% | -12.0% |
| Q2 2022 | $9,070,000 | -6.2% | 191,353 | -4.1% | 1.04% | +0.5% |
| Q1 2022 | $9,671,000 | +8.0% | 199,571 | +12.4% | 1.03% | +10.6% |
| Q4 2021 | $8,953,000 | +14.1% | 177,532 | +15.6% | 0.94% | +5.2% |
| Q3 2021 | $7,845,000 | +196025.0% | 153,609 | +213245.8% | 0.89% | – |
| Q2 2021 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | 0.0% | 72 | -13.3% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | +300.0% | 83 | +186.2% | 0.00% | – |
| Q3 2018 | $1,000 | -96.2% | 29 | -94.5% | 0.00% | -100.0% |
| Q2 2018 | $26,000 | – | 529 | – | 0.01% | – |
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% |