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 | $392 | +12.0% | 8,474 | +13.0% | 0.13% | +14.0% |
| Q2 2023 | $350 | +4.5% | 7,498 | +5.6% | 0.11% | -1.7% |
| Q1 2023 | $335 | +12.8% | 7,098 | +10.9% | 0.12% | +11.5% |
| Q4 2022 | $297 | -100.0% | 6,398 | -80.3% | 0.10% | -82.1% |
| Q3 2022 | $1,499,000 | +613.8% | 32,516 | +633.2% | 0.58% | +635.4% |
| Q2 2022 | $210,000 | -6.7% | 4,435 | -4.6% | 0.08% | +3.9% |
| Q1 2022 | $225,000 | -38.0% | 4,650 | -35.3% | 0.08% | -36.7% |
| Q4 2021 | $363,000 | -82.1% | 7,190 | -81.9% | 0.12% | -83.4% |
| Q3 2021 | $2,026,000 | -22.0% | 39,732 | -21.6% | 0.72% | -23.2% |
| Q2 2021 | $2,596,000 | -10.9% | 50,676 | -10.8% | 0.94% | -16.4% |
| Q1 2021 | $2,914,000 | +302.5% | 56,813 | +305.0% | 1.12% | +272.2% |
| Q4 2020 | $724,000 | +235.2% | 14,027 | +226.2% | 0.30% | +162.6% |
| Q2 2019 | $216,000 | +0.9% | 4,300 | 0.0% | 0.12% | 0.0% |
| Q1 2019 | $214,000 | +1.4% | 4,300 | 0.0% | 0.12% | -11.5% |
| Q4 2018 | $211,000 | -77.1% | 4,300 | -77.1% | 0.13% | -80.0% |
| Q2 2018 | $920,000 | – | 18,800 | – | 0.65% | – |
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% |