ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565 | -2.8% | 12,185 | -2.2% | 0.04% | 0.0% |
| Q2 2023 | $581 | -6.7% | 12,460 | -5.6% | 0.04% | -20.8% |
| Q1 2023 | $623 | -90.7% | 13,202 | -90.9% | 0.05% | -91.5% |
| Q4 2022 | $6,705 | -99.9% | 144,374 | +9.3% | 0.57% | +0.5% |
| Q3 2022 | $6,088,000 | -32.2% | 132,058 | -30.3% | 0.56% | -28.8% |
| Q2 2022 | $8,983,000 | -52.8% | 189,506 | -51.8% | 0.79% | -43.6% |
| Q1 2022 | $19,041,000 | -16.9% | 392,931 | -13.5% | 1.40% | -4.6% |
| Q4 2021 | $22,913,000 | -24.5% | 454,358 | -23.5% | 1.47% | -35.3% |
| Q3 2021 | $30,343,000 | +208.2% | 594,137 | +209.5% | 2.27% | +286.1% |
| Q2 2021 | $9,844,000 | -13.5% | 191,948 | -13.5% | 0.59% | -19.3% |
| Q1 2021 | $11,384,000 | – | 221,951 | – | 0.73% | – |
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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% |