ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,532 | +8.7% | 9,930 | +9.3% | 0.06% | +12.7% |
| Q2 2023 | $423,750 | +7.8% | 9,086 | +9.0% | 0.06% | -14.1% |
| Q1 2023 | $393,110 | -22.4% | 8,337 | -23.6% | 0.06% | -29.7% |
| Q4 2022 | $506,686 | -9.5% | 10,911 | -10.1% | 0.09% | -20.2% |
| Q3 2022 | $560,000 | +0.9% | 12,139 | +3.7% | 0.11% | -18.0% |
| Q2 2022 | $555,000 | -0.7% | 11,701 | +5.6% | 0.14% | +20.9% |
| Q4 2021 | $559,000 | +0.9% | 11,081 | +2.1% | 0.12% | -13.5% |
| Q3 2021 | $554,000 | +13.5% | 10,857 | +14.2% | 0.13% | +14.7% |
| Q2 2021 | $488,000 | +23.9% | 9,507 | +23.7% | 0.12% | +7.4% |
| Q1 2021 | $394,000 | +12.9% | 7,683 | +13.8% | 0.11% | +13.7% |
| Q4 2020 | $349,000 | +6.7% | 6,752 | +6.3% | 0.10% | -2.1% |
| Q3 2020 | $327,000 | – | 6,350 | – | 0.10% | – |
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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% |