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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,642,870 | +70.9% | 510,645 | +72.3% | 4.99% | +40.3% |
Q2 2023 | $13,832,259 | +168.4% | 296,384 | +171.7% | 3.56% | +72.1% |
Q1 2023 | $5,153,483 | +147.3% | 109,092 | +144.6% | 2.07% | +100.6% |
Q4 2022 | $2,083,517 | +27.4% | 44,596 | +25.0% | 1.03% | +36.6% |
Q3 2022 | $1,635,000 | +12.4% | 35,686 | +16.1% | 0.76% | +12.4% |
Q2 2022 | $1,454,000 | +0.9% | 30,730 | +2.5% | 0.67% | +1.4% |
Q1 2022 | $1,441,000 | +15.7% | 29,992 | +20.5% | 0.66% | -2.8% |
Q4 2021 | $1,245,000 | +0.9% | 24,883 | +2.5% | 0.68% | +12.0% |
Q3 2021 | $1,234,000 | +33.8% | 24,281 | +35.0% | 0.61% | +13.0% |
Q2 2021 | $922,000 | +2.1% | 17,984 | +2.2% | 0.54% | -8.2% |
Q1 2021 | $903,000 | – | 17,599 | – | 0.59% | – |
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% |