ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,108,205 | -14.9% | 45,455 | -14.5% | 0.41% | -11.4% |
| Q2 2023 | $2,478,649 | -19.5% | 53,144 | -18.6% | 0.46% | -26.0% |
| Q1 2023 | $3,077,177 | -12.7% | 65,257 | -14.1% | 0.63% | -22.1% |
| Q4 2022 | $3,526,635 | +32.2% | 75,940 | +31.3% | 0.81% | +15.0% |
| Q3 2022 | $2,667,000 | -4.0% | 57,849 | -1.2% | 0.70% | -1.4% |
| Q2 2022 | $2,777,000 | -10.0% | 58,581 | -7.9% | 0.71% | -1.4% |
| Q1 2022 | $3,084,000 | -11.7% | 63,640 | -8.1% | 0.72% | -14.4% |
| Q4 2021 | $3,491,000 | -0.2% | 69,234 | +1.1% | 0.84% | -11.5% |
| Q3 2021 | $3,498,000 | +9.2% | 68,489 | +9.7% | 0.95% | +9.2% |
| Q2 2021 | $3,203,000 | +4.3% | 62,447 | +4.3% | 0.87% | -8.3% |
| Q1 2021 | $3,070,000 | -0.7% | 59,858 | -0.0% | 0.95% | -10.5% |
| Q4 2020 | $3,092,000 | +3.1% | 59,885 | +2.9% | 1.06% | -11.4% |
| Q3 2020 | $3,000,000 | +30.2% | 58,199 | +30.0% | 1.20% | +24.5% |
| Q2 2020 | $2,305,000 | +0.7% | 44,782 | -1.2% | 0.96% | -13.9% |
| Q1 2020 | $2,290,000 | -6.1% | 45,345 | -7.5% | 1.12% | -4.7% |
| Q4 2019 | $2,440,000 | +30.2% | 49,020 | +32.0% | 1.17% | +10.0% |
| Q3 2019 | $1,874,000 | – | 37,126 | – | 1.07% | – |
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% |