ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,361 | -0.6% | 7,856 | 0.0% | 0.14% | -8.4% |
| Q2 2023 | $366,404 | -1.1% | 7,856 | 0.0% | 0.15% | -14.4% |
| Q1 2023 | $370,450 | +4.2% | 7,856 | +2.6% | 0.18% | -4.8% |
| Q4 2022 | $355,684 | -49.5% | 7,659 | -49.8% | 0.19% | -53.7% |
| Q3 2022 | $704,000 | -14.8% | 15,262 | -12.5% | 0.41% | -5.8% |
| Q2 2022 | $826,000 | +59.8% | 17,435 | +63.5% | 0.43% | +78.2% |
| Q1 2022 | $517,000 | -22.8% | 10,663 | -21.0% | 0.24% | -23.3% |
| Q4 2021 | $670,000 | +0.4% | 13,493 | +2.7% | 0.32% | -8.6% |
| Q3 2021 | $667,000 | -1.2% | 13,137 | 0.0% | 0.35% | -8.7% |
| Q2 2021 | $675,000 | -36.6% | 13,137 | -36.7% | 0.38% | -50.8% |
| Q1 2021 | $1,064,000 | +1.7% | 20,740 | +2.4% | 0.77% | -0.8% |
| Q4 2020 | $1,046,000 | +4.8% | 20,252 | +4.6% | 0.78% | -5.7% |
| Q3 2020 | $998,000 | +3.3% | 19,359 | +3.2% | 0.83% | -2.6% |
| Q2 2020 | $966,000 | +10.5% | 18,765 | +8.5% | 0.85% | -3.0% |
| Q1 2020 | $874,000 | +13.5% | 17,299 | +13.2% | 0.87% | +24.1% |
| Q4 2019 | $770,000 | +34.9% | 15,285 | +35.3% | 0.70% | +16.7% |
| Q3 2019 | $571,000 | +56.9% | 11,297 | +56.5% | 0.60% | +51.5% |
| Q2 2019 | $364,000 | +1.1% | 7,217 | 0.0% | 0.40% | -8.3% |
| Q1 2019 | $360,000 | – | 7,217 | – | 0.43% | – |
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% |