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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $210,000 | -12.1% | 4,163 | -10.9% | 0.02% | -21.1% |
| Q3 2021 | $239,000 | +8.1% | 4,672 | +8.5% | 0.02% | +35.7% |
| Q2 2021 | $221,000 | +6.8% | 4,306 | +7.6% | 0.01% | -17.6% |
| Q4 2020 | $207,000 | +527.3% | 4,002 | +502.7% | 0.02% | +88.9% |
| Q1 2018 | $33,000 | 0.0% | 664 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $33,000 | -15.4% | 664 | -14.9% | 0.01% | -47.1% |
| Q3 2017 | $39,000 | +3800.0% | 780 | 0.0% | 0.02% | – |
| Q2 2017 | $1,000 | -97.4% | 780 | 0.0% | 0.00% | -100.0% |
| Q1 2017 | $39,000 | +129.4% | 780 | +132.1% | 0.03% | +100.0% |
| Q4 2016 | $17,000 | – | 336 | – | 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% |