ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $700,000 | +66.7% | 14,436 | +73.4% | 0.14% | -17.1% |
| Q4 2021 | $420,000 | +11.7% | 8,323 | +13.2% | 0.16% | +0.6% |
| Q3 2021 | $376,000 | -0.3% | 7,355 | +0.0% | 0.16% | -1.8% |
| Q2 2021 | $377,000 | -2.3% | 7,354 | -2.3% | 0.17% | -10.3% |
| Q1 2021 | $386,000 | -3.0% | 7,525 | -2.3% | 0.18% | -3.1% |
| Q4 2020 | $398,000 | +38.2% | 7,704 | +38.0% | 0.19% | +15.8% |
| Q3 2020 | $288,000 | +0.3% | 5,581 | +0.1% | 0.16% | -7.3% |
| Q2 2020 | $287,000 | +27.0% | 5,578 | +24.7% | 0.18% | +6.0% |
| Q1 2020 | $226,000 | -17.5% | 4,473 | -17.9% | 0.17% | +3.1% |
| Q4 2019 | $274,000 | -6.2% | 5,446 | -5.8% | 0.16% | -12.8% |
| Q3 2019 | $292,000 | -16.6% | 5,782 | -16.8% | 0.19% | +112.5% |
| Q2 2019 | $350,000 | +9.4% | 6,949 | +8.0% | 0.09% | -59.6% |
| Q1 2019 | $320,000 | -37.7% | 6,437 | -38.6% | 0.22% | -34.5% |
| Q4 2018 | $514,000 | -7.6% | 10,477 | -7.8% | 0.33% | -11.4% |
| Q3 2018 | $556,000 | -19.3% | 11,364 | -19.1% | 0.38% | -21.0% |
| Q2 2018 | $689,000 | -33.4% | 14,051 | -33.0% | 0.48% | -35.1% |
| Q1 2018 | $1,035,000 | -14.0% | 20,976 | -13.2% | 0.73% | -5.7% |
| Q4 2017 | $1,204,000 | – | 24,178 | – | 0.78% | – |
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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% |