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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $295,232 | -48.9% | 6,330 | -48.3% | 0.03% | -49.3% |
| Q1 2023 | $577,405 | +1.4% | 12,245 | -0.1% | 0.07% | +1.5% |
| Q4 2022 | $569,244 | -6.2% | 12,258 | -7.0% | 0.07% | -14.3% |
| Q3 2022 | $607,000 | -5.5% | 13,174 | -2.7% | 0.08% | -1.3% |
| Q2 2022 | $642,000 | -5.9% | 13,541 | -3.8% | 0.08% | +5.4% |
| Q1 2022 | $682,000 | -7.0% | 14,081 | -3.1% | 0.07% | +1.4% |
| Q4 2021 | $733,000 | -4.8% | 14,531 | -3.7% | 0.07% | -52.3% |
| Q3 2021 | $770,000 | -1.4% | 15,083 | -1.0% | 0.15% | -0.6% |
| Q2 2021 | $781,000 | -0.3% | 15,231 | -0.2% | 0.15% | -6.7% |
| Q1 2021 | $783,000 | -1.3% | 15,258 | -0.6% | 0.16% | -6.8% |
| Q4 2020 | $793,000 | -1.9% | 15,347 | -2.1% | 0.18% | -12.8% |
| Q3 2020 | $808,000 | -1.5% | 15,670 | -1.7% | 0.20% | -8.1% |
| Q2 2020 | $820,000 | -3.5% | 15,937 | -5.3% | 0.22% | -16.0% |
| Q1 2020 | $850,000 | -7.3% | 16,837 | -7.5% | 0.26% | +11.0% |
| Q4 2019 | $917,000 | -15.9% | 18,199 | -15.7% | 0.24% | -23.1% |
| Q3 2019 | $1,090,000 | +13.8% | 21,583 | +13.6% | 0.31% | +11.2% |
| Q2 2019 | $958,000 | +22.3% | 19,004 | +21.1% | 0.28% | +14.9% |
| Q1 2019 | $783,000 | +27.7% | 15,697 | +25.7% | 0.24% | +14.8% |
| Q4 2018 | $613,000 | +24.1% | 12,486 | +23.9% | 0.21% | +33.8% |
| Q3 2018 | $494,000 | +117.6% | 10,074 | +118.0% | 0.16% | +101.3% |
| Q2 2018 | $227,000 | – | 4,622 | – | 0.08% | – |
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% |