ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,073,402 | +388.4% | 23,249 | +393.4% | 0.05% | +390.9% |
Q2 2023 | $219,787 | +45.6% | 4,712 | +47.8% | 0.01% | +37.5% |
Q1 2023 | $150,905 | +77.6% | 3,188 | +74.2% | 0.01% | +33.3% |
Q4 2022 | $84,986 | -57.9% | 1,830 | -58.4% | 0.01% | -60.0% |
Q3 2022 | $202,000 | -47.5% | 4,399 | -45.8% | 0.02% | -51.6% |
Q2 2022 | $385,000 | -1.0% | 8,117 | +0.0% | 0.03% | 0.0% |
Q1 2022 | $389,000 | +92.6% | 8,113 | +104.7% | 0.03% | +55.0% |
Q3 2021 | $202,000 | +206.1% | 3,963 | +208.2% | 0.02% | +185.7% |
Q2 2021 | $66,000 | 0.0% | 1,286 | +0.4% | 0.01% | -12.5% |
Q1 2021 | $66,000 | 0.0% | 1,281 | +0.3% | 0.01% | 0.0% |
Q4 2020 | $66,000 | +1.5% | 1,277 | +0.6% | 0.01% | -20.0% |
Q3 2020 | $65,000 | 0.0% | 1,269 | +0.6% | 0.01% | 0.0% |
Q2 2020 | $65,000 | +3.2% | 1,262 | +0.6% | 0.01% | -16.7% |
Q1 2020 | $63,000 | 0.0% | 1,254 | +0.4% | 0.01% | +20.0% |
Q4 2019 | $63,000 | 0.0% | 1,249 | +0.9% | 0.01% | 0.0% |
Q3 2019 | $63,000 | -6.0% | 1,238 | -7.5% | 0.01% | -23.1% |
Q2 2019 | $67,000 | +9.8% | 1,338 | +9.6% | 0.01% | -13.3% |
Q1 2019 | $61,000 | +1.7% | 1,221 | +0.5% | 0.02% | 0.0% |
Q4 2018 | $60,000 | -7.7% | 1,215 | -7.9% | 0.02% | 0.0% |
Q3 2018 | $65,000 | +1.6% | 1,319 | +0.7% | 0.02% | -6.2% |
Q2 2018 | $64,000 | +52.4% | 1,310 | +54.3% | 0.02% | +33.3% |
Q1 2018 | $42,000 | 0.0% | 849 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $42,000 | +55.6% | 849 | +59.0% | 0.01% | +9.1% |
Q3 2017 | $27,000 | +2600.0% | 534 | +2570.0% | 0.01% | – |
Q2 2017 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | -100.0% |
Q1 2017 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $1,000 | – | 20 | – | 0.00% | – |
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% |