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 | $9,499 | +0.2% | 205 | +1.0% | 0.00% | 0.0% |
| Q2 2023 | $9,481 | -0.4% | 203 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $9,520 | +2.0% | 202 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $9,334 | -15.1% | 201 | -17.3% | 0.00% | -50.0% |
| Q3 2022 | $11,000 | 0.0% | 243 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | +10.0% | 242 | +22.2% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | 0.0% | 198 | +0.5% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 197 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 196 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 195 | +0.5% | 0.00% | -33.3% |
| Q1 2021 | $10,000 | -84.8% | 194 | -84.8% | 0.00% | -86.4% |
| Q4 2020 | $66,000 | -1.5% | 1,276 | -2.2% | 0.02% | -21.4% |
| Q3 2020 | $67,000 | +157.7% | 1,305 | +154.4% | 0.03% | +133.3% |
| Q2 2020 | $26,000 | +8.3% | 513 | +8.9% | 0.01% | -20.0% |
| Q1 2020 | $24,000 | +14.3% | 471 | +15.2% | 0.02% | +25.0% |
| Q4 2019 | $21,000 | 0.0% | 409 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $21,000 | +40.0% | 409 | +42.0% | 0.01% | +27.3% |
| Q2 2019 | $15,000 | +15.4% | 288 | +9.5% | 0.01% | +10.0% |
| Q1 2019 | $13,000 | -48.0% | 263 | -48.0% | 0.01% | -56.5% |
| Q4 2018 | $25,000 | – | 506 | – | 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% |