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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $224,000 | +6.7% | 4,451 | +7.9% | 0.03% | -10.3% |
| Q3 2021 | $210,000 | -14.3% | 4,127 | -13.7% | 0.03% | -14.7% |
| Q2 2021 | $245,000 | -7.2% | 4,782 | -7.1% | 0.03% | -22.7% |
| Q1 2021 | $264,000 | -1.1% | 5,150 | -0.5% | 0.04% | -6.4% |
| Q4 2020 | $267,000 | -1.8% | 5,174 | -2.2% | 0.05% | -24.2% |
| Q3 2020 | $272,000 | +10.6% | 5,288 | +10.4% | 0.06% | +5.1% |
| Q2 2020 | $246,000 | +6.0% | 4,788 | +3.9% | 0.06% | -28.0% |
| Q1 2020 | $232,000 | +3.1% | 4,607 | +2.9% | 0.08% | +36.7% |
| Q4 2019 | $225,000 | – | 4,479 | – | 0.06% | – |
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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% |