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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $288,576 | +0.0% | 6,222 | +0.6% | 0.02% | +5.3% |
Q2 2023 | $288,562 | +2.3% | 6,187 | +3.4% | 0.02% | 0.0% |
Q1 2023 | $282,081 | +4.3% | 5,982 | +2.7% | 0.02% | 0.0% |
Q4 2022 | $270,374 | +4.0% | 5,822 | +3.3% | 0.02% | 0.0% |
Q3 2022 | $260,000 | -8.5% | 5,636 | -6.0% | 0.02% | -9.5% |
Q2 2022 | $284,000 | -5.3% | 5,997 | -3.2% | 0.02% | +5.0% |
Q1 2022 | $300,000 | -23.5% | 6,198 | -20.3% | 0.02% | -35.5% |
Q4 2021 | $392,000 | -61.6% | 7,776 | -61.1% | 0.03% | -65.2% |
Q3 2021 | $1,020,000 | -15.9% | 19,974 | -15.5% | 0.09% | -17.6% |
Q2 2021 | $1,213,000 | -2.6% | 23,645 | -2.6% | 0.11% | -12.9% |
Q1 2021 | $1,245,000 | +1.3% | 24,272 | +2.0% | 0.12% | -13.3% |
Q4 2020 | $1,229,000 | +77.9% | 23,797 | +77.5% | 0.14% | +55.4% |
Q3 2020 | $691,000 | +49.2% | 13,409 | +49.1% | 0.09% | +37.3% |
Q2 2020 | $463,000 | -26.7% | 8,993 | -28.1% | 0.07% | -33.0% |
Q1 2020 | $632,000 | -67.6% | 12,508 | -67.7% | 0.10% | -60.9% |
Q4 2019 | $1,951,000 | +24.1% | 38,706 | +24.3% | 0.26% | +8.5% |
Q3 2019 | $1,572,000 | +16.2% | 31,144 | +16.1% | 0.24% | +10.8% |
Q2 2019 | $1,353,000 | +7.2% | 26,820 | +6.0% | 0.21% | -25.3% |
Q1 2019 | $1,262,000 | +16.5% | 25,305 | +14.6% | 0.28% | -8.7% |
Q4 2018 | $1,083,000 | +46.0% | 22,073 | +45.8% | 0.31% | +60.8% |
Q3 2018 | $742,000 | +46.4% | 15,142 | +46.6% | 0.19% | +36.6% |
Q2 2018 | $507,000 | +33.8% | 10,332 | +36.7% | 0.14% | +125.4% |
Q1 2018 | $379,000 | +35.4% | 7,559 | +35.6% | 0.06% | -33.7% |
Q2 2017 | $280,000 | -26.1% | 5,575 | -26.2% | 0.10% | -32.1% |
Q1 2017 | $379,000 | +2.2% | 7,559 | +1.7% | 0.14% | -10.3% |
Q4 2016 | $371,000 | -8.6% | 7,429 | -7.4% | 0.16% | +5.4% |
Q3 2016 | $406,000 | -5.1% | 8,024 | +90.4% | 0.15% | -7.5% |
Q2 2016 | $428,000 | +30.1% | 4,215 | +28.7% | 0.16% | +19.4% |
Q1 2016 | $329,000 | – | 3,274 | – | 0.13% | – |
Download |
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% |