ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,275,589 | -19.5% | 27,503 | -19.0% | 0.19% | -19.7% |
Q2 2023 | $1,584,034 | -17.3% | 33,963 | -16.4% | 0.24% | -22.7% |
Q1 2023 | $1,915,719 | -26.0% | 40,626 | -27.2% | 0.31% | -37.7% |
Q4 2022 | $2,590,423 | -5.1% | 55,780 | -5.9% | 0.50% | -8.5% |
Q3 2022 | $2,731,000 | -9.8% | 59,249 | -7.2% | 0.54% | -9.7% |
Q2 2022 | $3,028,000 | -1.4% | 63,878 | +0.8% | 0.60% | +22.0% |
Q1 2022 | $3,070,000 | -4.3% | 63,353 | -0.4% | 0.49% | -7.9% |
Q4 2021 | $3,208,000 | -0.4% | 63,613 | +0.8% | 0.53% | -38.1% |
Q3 2021 | $3,222,000 | +15.1% | 63,099 | +15.6% | 0.86% | +96.6% |
Q2 2021 | $2,799,000 | +57.8% | 54,572 | +57.7% | 0.44% | +37.6% |
Q1 2021 | $1,774,000 | -45.7% | 34,597 | -45.3% | 0.32% | -47.1% |
Q4 2020 | $3,266,000 | +57.5% | 63,246 | +57.3% | 0.60% | -16.9% |
Q3 2020 | $2,073,000 | -11.5% | 40,206 | -11.6% | 0.73% | -32.7% |
Q2 2020 | $2,342,000 | +3.3% | 45,507 | +1.4% | 1.08% | -22.3% |
Q1 2020 | $2,267,000 | +218.8% | 44,900 | +218.5% | 1.39% | +299.7% |
Q4 2019 | $711,000 | -41.8% | 14,098 | -41.7% | 0.35% | -46.4% |
Q3 2019 | $1,221,000 | +0.2% | 24,189 | +0.2% | 0.65% | -8.4% |
Q2 2019 | $1,218,000 | +71.3% | 24,143 | +69.4% | 0.71% | +77.4% |
Q1 2019 | $711,000 | +1.3% | 14,250 | -0.5% | 0.40% | -16.7% |
Q4 2018 | $702,000 | -9.5% | 14,315 | -9.6% | 0.48% | +7.9% |
Q3 2018 | $776,000 | -2.8% | 15,840 | -2.5% | 0.44% | -9.0% |
Q2 2018 | $798,000 | +241.0% | 16,254 | +243.0% | 0.49% | +229.1% |
Q1 2018 | $234,000 | +2825.0% | 4,739 | +2899.4% | 0.15% | +2860.0% |
Q4 2017 | $8,000 | – | 158 | – | 0.01% | – |
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% |