ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,828 | -0.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $27,984 | -1.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $28,293 | +1.5% | 600 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $27,864 | -0.5% | 600 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $28,000 | 0.0% | 600 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $28,000 | -3.4% | 600 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $29,000 | -3.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $30,000 | -3.2% | 600 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $31,000 | -13.9% | 600 | -14.7% | 0.01% | -17.6% |
| Q2 2021 | $36,000 | 0.0% | 703 | 0.0% | 0.02% | -15.0% |
| Q1 2021 | $36,000 | 0.0% | 703 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $36,000 | 0.0% | 703 | -0.1% | 0.02% | -13.0% |
| Q3 2020 | $36,000 | 0.0% | 704 | +0.1% | 0.02% | -8.0% |
| Q2 2020 | $36,000 | +2.9% | 703 | 0.0% | 0.02% | -7.4% |
| Q1 2020 | $35,000 | -81.3% | 703 | -81.0% | 0.03% | -76.1% |
| Q4 2019 | $187,000 | +523.3% | 3,703 | +517.2% | 0.11% | +465.0% |
| Q3 2019 | $30,000 | 0.0% | 600 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $30,000 | 0.0% | 600 | 0.0% | 0.02% | -9.1% |
| Q1 2019 | $30,000 | +3.4% | 600 | 0.0% | 0.02% | -15.4% |
| Q4 2018 | $29,000 | 0.0% | 600 | 0.0% | 0.03% | +30.0% |
| Q3 2018 | $29,000 | 0.0% | 600 | 0.0% | 0.02% | -9.1% |
| Q2 2018 | $29,000 | -3.3% | 600 | 0.0% | 0.02% | -8.3% |
| Q1 2018 | $30,000 | 0.0% | 600 | 0.0% | 0.02% | +14.3% |
| Q4 2017 | $30,000 | – | 600 | – | 0.02% | – |
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% |