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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,193,000 | -6.4% | 67,360 | -4.4% | 0.23% | +8.0% |
| Q1 2022 | $3,413,000 | -4.0% | 70,433 | -0.1% | 0.21% | -62.5% |
| Q4 2021 | $3,556,000 | -7.5% | 70,509 | -6.3% | 0.57% | -12.5% |
| Q3 2021 | $3,844,000 | -0.4% | 75,275 | 0.0% | 0.65% | 0.0% |
| Q2 2021 | $3,861,000 | -37.0% | 75,275 | -37.0% | 0.65% | -42.1% |
| Q1 2021 | $6,124,000 | -66.5% | 119,392 | -66.3% | 1.12% | -72.9% |
| Q4 2020 | $18,298,000 | +3.6% | 354,340 | +3.4% | 4.13% | -7.8% |
| Q3 2020 | $17,660,000 | +2.5% | 342,573 | +2.3% | 4.48% | -6.8% |
| Q2 2020 | $17,231,000 | +57.0% | 334,771 | +54.1% | 4.81% | +17.4% |
| Q1 2020 | $10,972,000 | +16.5% | 217,268 | +16.3% | 4.10% | +20.9% |
| Q4 2019 | $9,416,000 | +0.3% | 186,824 | +0.4% | 3.39% | -7.6% |
| Q3 2019 | $9,391,000 | +13.1% | 186,005 | +13.0% | 3.67% | -12.6% |
| Q2 2019 | $8,301,000 | +10.1% | 164,609 | +8.8% | 4.20% | +2.4% |
| Q1 2019 | $7,541,000 | +12.4% | 151,247 | +10.6% | 4.10% | -28.3% |
| Q4 2018 | $6,710,000 | – | 136,768 | – | 5.72% | – |
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% |