ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,272 | -2.9% | 7,121 | -2.3% | 0.13% | +0.8% |
| Q2 2023 | $340,052 | -17.7% | 7,291 | -16.8% | 0.13% | -20.1% |
| Q1 2023 | $413,040 | -56.5% | 8,759 | -57.2% | 0.16% | -56.4% |
| Q4 2022 | $949,939 | -0.0% | 20,455 | -0.7% | 0.38% | -20.5% |
| Q3 2022 | $950,000 | +49.6% | 20,602 | +53.7% | 0.47% | +56.6% |
| Q2 2022 | $635,000 | -96.9% | 13,402 | -96.9% | 0.30% | -96.3% |
| Q1 2022 | $20,761,000 | -1.8% | 428,419 | +2.2% | 8.22% | +7.4% |
| Q4 2021 | $21,136,000 | -3.1% | 419,112 | -1.8% | 7.66% | -12.3% |
| Q3 2021 | $21,802,000 | -8.4% | 426,906 | -8.0% | 8.73% | -11.5% |
| Q2 2021 | $23,810,000 | +2.6% | 464,216 | +2.6% | 9.86% | -0.8% |
| Q1 2021 | $23,212,000 | +10.3% | 452,565 | +11.1% | 9.94% | +6.6% |
| Q4 2020 | $21,042,000 | -99.9% | 407,473 | +25.8% | 9.32% | +14.3% |
| Q3 2020 | $16,691,735,000 | +2184.6% | 323,797 | +2134.9% | 8.16% | +1884.2% |
| Q2 2019 | $730,630,000 | -28.8% | 14,488 | -29.6% | 0.41% | -34.2% |
| Q1 2019 | $1,025,969,000 | +76350.7% | 20,577 | -24.8% | 0.62% | -36.1% |
| Q4 2018 | $1,342,000 | -20.3% | 27,359 | -20.4% | 0.98% | -23.7% |
| Q3 2018 | $1,683,000 | -4.8% | 34,351 | -4.6% | 1.28% | +4.1% |
| Q2 2018 | $1,768,000 | -5.5% | 36,022 | -5.0% | 1.23% | -10.6% |
| Q1 2018 | $1,871,000 | -5.4% | 37,920 | -4.5% | 1.38% | -5.1% |
| Q4 2017 | $1,978,000 | – | 39,699 | – | 1.45% | – |
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% |