ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,219,963 | -1.2% | 26,304 | -0.7% | 0.05% | +2.1% |
| Q2 2023 | $1,234,884 | -64.2% | 26,477 | -63.8% | 0.05% | -66.7% |
| Q1 2023 | $3,444,878 | -30.1% | 73,054 | -31.2% | 0.14% | -36.2% |
| Q4 2022 | $4,930,946 | +39.5% | 106,179 | +38.5% | 0.22% | +21.4% |
| Q3 2022 | $3,535,000 | -43.4% | 76,690 | -41.8% | 0.18% | -55.9% |
| Q2 2022 | $6,241,000 | -6.2% | 131,664 | -4.1% | 0.41% | +11.0% |
| Q1 2022 | $6,654,000 | +13.0% | 137,309 | +17.5% | 0.37% | +19.2% |
| Q4 2021 | $5,891,000 | -32.0% | 116,813 | -31.1% | 0.31% | -39.2% |
| Q3 2021 | $8,663,000 | -28.0% | 169,628 | -27.7% | 0.51% | -28.2% |
| Q2 2021 | $12,036,000 | -3.6% | 234,674 | -3.6% | 0.71% | -16.4% |
| Q1 2021 | $12,485,000 | +78.6% | 243,424 | +79.8% | 0.85% | +64.5% |
| Q4 2020 | $6,989,000 | +11.2% | 135,350 | +11.0% | 0.52% | -4.8% |
| Q3 2020 | $6,284,000 | +16.0% | 121,905 | +15.8% | 0.54% | +2.4% |
| Q2 2020 | $5,419,000 | +14.0% | 105,277 | +11.9% | 0.53% | -17.5% |
| Q1 2020 | $4,752,000 | +64.5% | 94,098 | +64.1% | 0.64% | +110.1% |
| Q4 2019 | $2,889,000 | +863.0% | 57,331 | +866.3% | 0.31% | +667.5% |
| Q3 2019 | $300,000 | -12.3% | 5,933 | -12.5% | 0.04% | -9.1% |
| Q2 2019 | $342,000 | +39.6% | 6,781 | +37.8% | 0.04% | +22.2% |
| Q1 2019 | $245,000 | -26.2% | 4,921 | -27.5% | 0.04% | -28.0% |
| Q3 2018 | $332,000 | -1.5% | 6,783 | -1.3% | 0.05% | -35.1% |
| Q2 2018 | $337,000 | -0.3% | 6,873 | +0.5% | 0.08% | -10.5% |
| Q1 2018 | $338,000 | -46.9% | 6,842 | -46.5% | 0.09% | -64.3% |
| Q4 2017 | $637,000 | – | 12,793 | – | 0.24% | – |
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% |