ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $204,000 | -58.8% | 3,967 | -58.7% | 0.03% | -60.0% |
| Q3 2020 | $495,000 | -96.4% | 9,609 | -96.4% | 0.08% | -96.6% |
| Q2 2020 | $13,797,000 | +4.8% | 268,072 | +2.8% | 2.52% | -10.0% |
| Q1 2020 | $13,166,000 | +30.3% | 260,726 | +30.1% | 2.80% | +81.0% |
| Q4 2019 | $10,101,000 | +0.4% | 200,432 | +0.6% | 1.55% | -10.9% |
| Q3 2019 | $10,061,000 | +1.3% | 199,282 | +1.2% | 1.74% | +2.7% |
| Q2 2019 | $9,931,000 | -7.5% | 196,929 | -8.6% | 1.69% | -17.3% |
| Q1 2019 | $10,738,000 | -11.7% | 215,382 | -13.1% | 2.05% | -4.5% |
| Q4 2018 | $12,154,000 | -99.9% | 247,745 | +0.8% | 2.14% | +26.5% |
| Q3 2018 | $12,045,404,000 | +98414.8% | 245,825 | -1.3% | 1.70% | -11.6% |
| Q2 2018 | $12,227,000 | +11.1% | 249,128 | +11.7% | 1.92% | +1.5% |
| Q1 2018 | $11,010,000 | – | 223,117 | – | 1.89% | – |
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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% |