ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 103 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $279,000 | -7.6% | 5,749 | -4.1% | 0.18% | -5.2% |
| Q4 2021 | $302,000 | -7.1% | 5,992 | -5.7% | 0.19% | -8.5% |
| Q3 2021 | $325,000 | -50.8% | 6,356 | -50.7% | 0.21% | -53.0% |
| Q2 2021 | $661,000 | -16.0% | 12,888 | -16.0% | 0.45% | -15.1% |
| Q1 2021 | $787,000 | -0.5% | 15,338 | +0.1% | 0.53% | -6.2% |
| Q4 2020 | $791,000 | +0.4% | 15,323 | +0.2% | 0.57% | -9.6% |
| Q3 2020 | $788,000 | +33.3% | 15,292 | +33.2% | 0.63% | +32.1% |
| Q2 2020 | $591,000 | +0.5% | 11,481 | -1.4% | 0.47% | -8.3% |
| Q1 2020 | $588,000 | -3.6% | 11,644 | -3.6% | 0.52% | +12.6% |
| Q4 2019 | $610,000 | +11.1% | 12,073 | +11.0% | 0.46% | +3.6% |
| Q3 2019 | $549,000 | -6.6% | 10,877 | -6.7% | 0.44% | -1.3% |
| Q2 2019 | $588,000 | +45.9% | 11,661 | +42.7% | 0.45% | +30.1% |
| Q1 2019 | $403,000 | -30.4% | 8,171 | -30.7% | 0.34% | -37.2% |
| Q4 2018 | $579,000 | +12.9% | 11,798 | +12.6% | 0.55% | +26.5% |
| Q3 2018 | $513,000 | +27.3% | 10,477 | +27.6% | 0.43% | +25.8% |
| Q2 2018 | $403,000 | 0.0% | 8,211 | +0.5% | 0.34% | +3.0% |
| Q1 2018 | $403,000 | +28.8% | 8,171 | +30.1% | 0.34% | +43.2% |
| Q4 2017 | $313,000 | +1.6% | 6,280 | +2.7% | 0.23% | -3.7% |
| Q3 2017 | $308,000 | -10.5% | 6,117 | -10.6% | 0.24% | -17.1% |
| Q2 2017 | $344,000 | +14.3% | 6,842 | +13.8% | 0.29% | +7.3% |
| Q1 2017 | $301,000 | +2.7% | 6,012 | +2.6% | 0.27% | -6.2% |
| Q4 2016 | $293,000 | +3.5% | 5,857 | +5.0% | 0.29% | -2.7% |
| Q3 2016 | $283,000 | – | 5,580 | – | 0.30% | – |
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% |