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 2023 | $381,618 | +2.6% | 8,228,082 | +3.2% | 5.25% | +4.1% |
| Q2 2023 | $371,867 | +4.7% | 7,973,141 | +5.9% | 5.04% | -2.4% |
| Q1 2023 | $355,124 | +6.8% | 7,530,988 | +5.2% | 5.16% | -2.8% |
| Q4 2022 | $332,435 | -99.9% | 7,158,373 | +5.9% | 5.31% | -5.4% |
| Q3 2022 | $311,499,000 | +0.4% | 6,757,032 | +3.2% | 5.61% | +1.7% |
| Q2 2022 | $310,267,000 | -2.3% | 6,545,723 | -0.2% | 5.52% | +7.0% |
| Q1 2022 | $317,713,000 | +1.1% | 6,556,294 | +5.2% | 5.16% | +0.7% |
| Q4 2021 | $314,365,000 | +6.5% | 6,233,691 | +7.9% | 5.12% | -5.5% |
| Q3 2021 | $295,171,000 | +8.5% | 5,779,741 | +8.9% | 5.42% | +1.1% |
| Q2 2021 | $272,166,000 | +13.3% | 5,306,422 | +13.3% | 5.36% | -3.0% |
| Q1 2021 | $240,300,000 | +14.7% | 4,685,115 | +15.5% | 5.52% | -2.4% |
| Q4 2020 | $209,485,000 | +14.8% | 4,056,637 | +14.6% | 5.66% | -5.5% |
| Q3 2020 | $182,458,000 | – | 3,539,432 | – | 5.99% | – |
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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% |