ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,225 | -0.6% | 587 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27,378 | -1.1% | 587 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27,680 | +1.5% | 587 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $27,260 | +1.0% | 587 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -3.6% | 587 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | 0.0% | 587 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -48.1% | 587 | -45.0% | 0.00% | -60.0% |
| Q4 2021 | $54,000 | 0.0% | 1,067 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $54,000 | -1.8% | 1,067 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $55,000 | 0.0% | 1,067 | 0.0% | 0.01% | -25.0% |
| Q1 2021 | $55,000 | -3.5% | 1,067 | -3.5% | 0.01% | -27.3% |
| Q4 2020 | $57,000 | 0.0% | 1,106 | 0.0% | 0.01% | -15.4% |
| Q3 2020 | $57,000 | 0.0% | 1,106 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $57,000 | +1.8% | 1,106 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $56,000 | 0.0% | 1,106 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $56,000 | 0.0% | 1,106 | 0.0% | 0.02% | -35.7% |
| Q3 2019 | $56,000 | +1.8% | 1,106 | 0.0% | 0.03% | -15.2% |
| Q2 2019 | $55,000 | +22.2% | 1,106 | +22.1% | 0.03% | +50.0% |
| Q1 2019 | $45,000 | +50.0% | 906 | +44.7% | 0.02% | +46.7% |
| Q4 2018 | $30,000 | -3.2% | 626 | 0.0% | 0.02% | -16.7% |
| Q3 2018 | $31,000 | +3.3% | 626 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $30,000 | -3.2% | 626 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $31,000 | 0.0% | 626 | 0.0% | 0.02% | -10.0% |
| Q4 2017 | $31,000 | 0.0% | 626 | 0.0% | 0.02% | -13.0% |
| Q3 2017 | $31,000 | – | 626 | – | 0.02% | – |
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% |