ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222 | -50.4% | 4,793 | -50.0% | 0.03% | -32.5% |
| Q2 2023 | $448 | +11.4% | 9,586 | +12.4% | 0.04% | -20.0% |
| Q1 2023 | $402 | +8.1% | 8,529 | +6.6% | 0.05% | -3.8% |
| Q4 2022 | $372 | -100.0% | 8,000 | -80.7% | 0.05% | -81.2% |
| Q3 2022 | $1,913,000 | -98.2% | 41,504 | -98.2% | 0.28% | -98.2% |
| Q2 2022 | $108,075,000 | +9.1% | 2,280,073 | +11.5% | 15.14% | +25.6% |
| Q1 2022 | $99,061,000 | +28.4% | 2,044,181 | +33.6% | 12.05% | +36.6% |
| Q4 2021 | $77,145,000 | +2.9% | 1,529,742 | +4.2% | 8.82% | -12.2% |
| Q3 2021 | $74,967,000 | +2.5% | 1,467,934 | +2.9% | 10.04% | +1.4% |
| Q2 2021 | $73,158,000 | +1895.6% | 1,426,353 | +1895.5% | 9.90% | +1868.4% |
| Q1 2021 | $3,666,000 | +4.8% | 71,479 | +5.5% | 0.50% | -1.4% |
| Q4 2020 | $3,499,000 | +9.1% | 67,756 | +8.9% | 0.51% | -2.7% |
| Q3 2020 | $3,206,000 | +14.1% | 62,197 | +14.0% | 0.52% | +7.2% |
| Q2 2020 | $2,809,000 | +8.5% | 54,580 | +6.4% | 0.49% | -13.5% |
| Q1 2020 | $2,590,000 | +5.0% | 51,284 | +4.8% | 0.56% | +13.9% |
| Q4 2019 | $2,467,000 | +5.3% | 48,940 | +5.5% | 0.50% | -4.6% |
| Q3 2019 | $2,342,000 | +11.9% | 46,388 | +11.8% | 0.52% | +3.6% |
| Q2 2019 | $2,093,000 | +12.2% | 41,504 | +11.0% | 0.50% | +1.2% |
| Q1 2019 | $1,865,000 | -23.4% | 37,401 | -24.6% | 0.50% | -34.0% |
| Q4 2018 | $2,435,000 | – | 49,632 | – | 0.75% | – |
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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% |