ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $262,000 | -5.4% | 5,406 | -1.6% | 0.19% | -1.5% |
| Q4 2021 | $277,000 | -1.8% | 5,494 | -0.3% | 0.20% | -9.6% |
| Q3 2021 | $282,000 | 0.0% | 5,513 | +0.4% | 0.22% | +2.8% |
| Q2 2021 | $282,000 | +12.4% | 5,492 | +12.3% | 0.21% | +8.7% |
| Q1 2021 | $251,000 | -0.4% | 4,890 | +0.3% | 0.20% | +1.0% |
| Q4 2020 | $252,000 | +9.1% | 4,876 | +9.0% | 0.19% | -1.0% |
| Q3 2020 | $231,000 | +3.6% | 4,475 | +3.2% | 0.20% | +9.6% |
| Q2 2020 | $223,000 | -9.0% | 4,336 | -10.6% | 0.18% | +4.1% |
| Q4 2019 | $245,000 | +0.4% | 4,852 | +0.5% | 0.17% | -5.5% |
| Q3 2019 | $244,000 | +0.8% | 4,829 | +0.7% | 0.18% | -0.5% |
| Q2 2019 | $242,000 | +2.1% | 4,796 | +0.7% | 0.18% | -1.6% |
| Q1 2019 | $237,000 | +13.9% | 4,762 | +12.5% | 0.18% | 0.0% |
| Q4 2018 | $208,000 | -18.8% | 4,232 | -19.1% | 0.18% | -19.6% |
| Q3 2018 | $256,000 | +0.4% | 5,230 | +0.7% | 0.23% | -7.6% |
| Q2 2018 | $255,000 | +4.1% | 5,196 | +4.7% | 0.25% | +2.9% |
| Q1 2018 | $245,000 | -0.4% | 4,961 | +0.4% | 0.24% | +1.3% |
| Q4 2017 | $246,000 | – | 4,942 | – | 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% |