ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 241 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,499 | -99.9% | 53,805 | +19.6% | 0.25% | +11.3% |
| Q3 2022 | $2,074,000 | +23.4% | 44,984 | +26.8% | 0.22% | +28.5% |
| Q2 2022 | $1,681,000 | -28.7% | 35,474 | -27.1% | 0.17% | -11.8% |
| Q1 2022 | $2,357,000 | -5.0% | 48,629 | -1.1% | 0.20% | +1.6% |
| Q4 2021 | $2,481,000 | -12.5% | 49,185 | -11.0% | 0.19% | -47.7% |
| Q2 2021 | $2,834,000 | +6.6% | 55,263 | +6.6% | 0.37% | -8.9% |
| Q1 2021 | $2,659,000 | +16.9% | 51,844 | +17.7% | 0.40% | +20.7% |
| Q4 2020 | $2,274,000 | -73.9% | 44,037 | -74.0% | 0.33% | -76.8% |
| Q3 2020 | $8,719,000 | +2.2% | 169,143 | +2.1% | 1.44% | -7.7% |
| Q2 2020 | $8,528,000 | +453.8% | 165,684 | +443.4% | 1.56% | +341.0% |
| Q1 2020 | $1,540,000 | +15.1% | 30,489 | +14.8% | 0.35% | +58.0% |
| Q4 2019 | $1,338,000 | – | 26,552 | – | 0.22% | – |
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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% |