ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $223,000 | -13.6% | 4,845 | -10.9% | 0.03% | -10.3% |
| Q2 2022 | $258,000 | -13.1% | 5,435 | -11.2% | 0.03% | 0.0% |
| Q1 2022 | $297,000 | -0.7% | 6,120 | +3.4% | 0.03% | +3.6% |
| Q4 2021 | $299,000 | +11.6% | 5,920 | +13.2% | 0.03% | -3.4% |
| Q3 2021 | $268,000 | 0.0% | 5,230 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $268,000 | +712.1% | 5,230 | +694.8% | 0.03% | +625.0% |
| Q3 2020 | $33,000 | 0.0% | 658 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | -28.6% |
| Q1 2020 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $33,000 | -21.4% | 658 | -23.3% | 0.01% | -22.2% |
| Q1 2019 | $42,000 | -8.7% | 858 | -10.4% | 0.01% | -18.2% |
| Q4 2018 | $46,000 | -2.1% | 958 | 0.0% | 0.01% | +22.2% |
| Q3 2018 | $47,000 | 0.0% | 958 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $47,000 | – | 958 | – | 0.01% | – |
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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% |