ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $42,000 | -2.3% | 828 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $43,000 | 0.0% | 828 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $43,000 | 0.0% | 828 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $43,000 | +2.4% | 828 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $42,000 | -62.5% | 828 | -62.9% | 0.00% | -63.6% |
| Q4 2019 | $112,000 | +43.6% | 2,231 | +45.0% | 0.01% | +22.2% |
| Q3 2019 | $78,000 | +1.3% | 1,539 | +0.7% | 0.01% | 0.0% |
| Q2 2019 | $77,000 | -4.9% | 1,529 | -6.1% | 0.01% | -10.0% |
| Q1 2019 | $81,000 | +1057.1% | 1,629 | +1000.7% | 0.01% | +900.0% |
| Q4 2018 | $7,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | -92.0% | 148 | -91.7% | 0.00% | -91.7% |
| Q2 2018 | $87,000 | +1142.9% | 1,777 | +1100.7% | 0.01% | +1100.0% |
| Q1 2018 | $7,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | – | 148 | – | 0.00% | – |
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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% |