ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,650 | +16.2% | 100 | +19.0% | 0.00% | – |
Q3 2022 | $4,000 | 0.0% | 84 | 0.0% | 0.00% | – |
Q2 2022 | $4,000 | 0.0% | 84 | 0.0% | 0.00% | – |
Q1 2022 | $4,000 | -90.7% | 84 | -90.2% | 0.00% | -100.0% |
Q4 2021 | $43,000 | +760.0% | 858 | +842.9% | 0.00% | – |
Q3 2021 | $5,000 | 0.0% | 91 | 0.0% | 0.00% | – |
Q2 2021 | $5,000 | -96.2% | 91 | -96.5% | 0.00% | -100.0% |
Q1 2021 | $133,000 | +27.9% | 2,598 | +28.9% | 0.01% | 0.0% |
Q4 2020 | $104,000 | 0.0% | 2,016 | +0.1% | 0.01% | 0.0% |
Q3 2020 | $104,000 | -4.6% | 2,014 | -5.1% | 0.01% | -14.3% |
Q2 2020 | $109,000 | -18.0% | 2,122 | -19.8% | 0.01% | -36.4% |
Q1 2020 | $133,000 | 0.0% | 2,647 | +0.1% | 0.01% | +10.0% |
Q4 2019 | $133,000 | 0.0% | 2,645 | +0.1% | 0.01% | -9.1% |
Q3 2019 | $133,000 | +54.7% | 2,642 | +55.8% | 0.01% | +37.5% |
Q2 2019 | $86,000 | +177.4% | 1,696 | +174.0% | 0.01% | +166.7% |
Q1 2019 | $31,000 | +3.3% | 619 | 0.0% | 0.00% | -25.0% |
Q4 2018 | $30,000 | +15.4% | 619 | +15.7% | 0.00% | +33.3% |
Q3 2018 | $26,000 | +44.4% | 535 | +39.3% | 0.00% | 0.0% |
Q2 2018 | $18,000 | 0.0% | 384 | +4.1% | 0.00% | 0.0% |
Q1 2018 | $18,000 | +20.0% | 369 | +19.0% | 0.00% | +50.0% |
Q4 2017 | $15,000 | 0.0% | 310 | 0.0% | 0.00% | -33.3% |
Q3 2017 | $15,000 | -6.2% | 310 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $16,000 | -50.0% | 310 | -50.0% | 0.00% | 0.0% |
Q1 2017 | $32,000 | +100.0% | 620 | +100.0% | 0.00% | -25.0% |
Q4 2016 | $16,000 | – | 310 | – | 0.00% | – |
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% |