ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259,439 | +53.5% | 5,563 | +55.2% | 0.11% | +26.4% |
| Q1 2023 | $169,057 | -6.3% | 3,585 | -7.7% | 0.09% | -13.9% |
| Q4 2022 | $180,461 | +56.9% | 3,886 | +56.1% | 0.10% | +42.3% |
| Q3 2022 | $115,000 | +161.4% | 2,489 | +164.8% | 0.07% | +173.1% |
| Q2 2022 | $44,000 | +57.1% | 940 | +63.8% | 0.03% | +62.5% |
| Q1 2022 | $28,000 | -50.9% | 574 | -49.1% | 0.02% | -52.9% |
| Q4 2021 | $57,000 | -48.6% | 1,128 | -48.1% | 0.03% | -57.0% |
| Q2 2021 | $111,000 | 0.0% | 2,173 | +0.0% | 0.08% | -15.1% |
| Q1 2021 | $111,000 | -0.9% | 2,172 | 0.0% | 0.09% | +1.1% |
| Q4 2020 | $112,000 | -0.9% | 2,172 | -1.2% | 0.09% | -18.6% |
| Q3 2020 | $113,000 | 0.0% | 2,198 | 0.0% | 0.11% | -8.9% |
| Q2 2020 | $113,000 | -6.6% | 2,198 | -8.1% | 0.12% | -25.3% |
| Q1 2020 | $121,000 | -62.1% | 2,392 | -62.2% | 0.17% | -53.1% |
| Q4 2019 | $319,000 | -1.5% | 6,334 | -1.4% | 0.35% | -1.9% |
| Q3 2019 | $324,000 | -0.9% | 6,426 | -1.0% | 0.36% | -3.2% |
| Q2 2019 | $327,000 | -7.9% | 6,492 | -8.8% | 0.37% | -1.1% |
| Q1 2019 | $355,000 | -1.4% | 7,119 | -2.7% | 0.38% | -10.2% |
| Q4 2018 | $360,000 | -74.3% | 7,313 | -74.5% | 0.42% | -69.2% |
| Q3 2018 | $1,399,000 | -10.3% | 28,693 | -9.8% | 1.36% | -8.0% |
| Q2 2018 | $1,560,000 | -14.6% | 31,816 | -14.3% | 1.48% | -7.7% |
| Q1 2018 | $1,827,000 | -11.4% | 37,140 | -10.5% | 1.61% | -13.7% |
| Q4 2017 | $2,062,000 | +31.6% | 41,489 | +32.8% | 1.86% | +20.9% |
| Q3 2017 | $1,567,000 | -24.3% | 31,233 | -24.2% | 1.54% | -30.1% |
| Q2 2017 | $2,069,000 | +7.6% | 41,199 | +7.7% | 2.21% | -0.6% |
| Q1 2017 | $1,923,000 | +2.6% | 38,267 | +2.4% | 2.22% | -3.8% |
| Q4 2016 | $1,875,000 | +0.5% | 37,367 | +1.3% | 2.31% | -9.7% |
| Q3 2016 | $1,865,000 | +3.9% | 36,881 | +4.0% | 2.56% | -9.9% |
| Q2 2016 | $1,795,000 | +133.1% | 35,472 | +363.6% | 2.84% | +76.2% |
| Q1 2016 | $770,000 | – | 7,651 | – | 1.61% | – |
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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% |