ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 203 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,204 | +5.3% | 349,372 | +5.9% | 12.63% | +11.1% |
Q2 2023 | $15,384 | -1.4% | 329,843 | -0.4% | 11.37% | +5.2% |
Q1 2023 | $15,608 | +2.7% | 331,003 | +1.2% | 10.80% | +8.2% |
Q4 2022 | $15,196 | -99.9% | 327,216 | +0.3% | 9.99% | -23.1% |
Q3 2022 | $15,037,000 | -2.4% | 326,187 | +100265.2% | 12.99% | -7.8% |
Q2 2022 | $15,414,000 | -2.8% | 325 | -0.6% | 14.09% | +10.9% |
Q1 2022 | $15,866,000 | -2.3% | 327 | -99.9% | 12.70% | +9.0% |
Q4 2021 | $16,239,000 | +0.7% | 322,018 | +2.0% | 11.66% | -18.9% |
Q3 2021 | $16,124,000 | +1.5% | 315,716 | +1.9% | 14.37% | +19.8% |
Q2 2021 | $15,884,000 | +2.2% | 309,681 | +2.2% | 12.00% | -2.3% |
Q1 2021 | $15,536,000 | +3.5% | 302,890 | +4.2% | 12.29% | +5.8% |
Q4 2020 | $15,009,000 | +12.2% | 290,647 | +12.0% | 11.61% | +29.0% |
Q3 2020 | $13,372,000 | -20.9% | 259,407 | -21.0% | 9.00% | -16.5% |
Q2 2020 | $16,897,000 | +2.8% | 328,277 | +0.9% | 10.78% | -9.3% |
Q1 2020 | $16,438,000 | +3.2% | 325,501 | +3.0% | 11.88% | +38.2% |
Q4 2019 | $15,933,000 | +17.2% | 316,129 | +17.4% | 8.59% | -6.8% |
Q3 2019 | $13,600,000 | +94.0% | 269,362 | +93.7% | 9.22% | +81.5% |
Q2 2019 | $7,012,000 | +350.9% | 139,043 | +345.8% | 5.08% | +368.3% |
Q1 2019 | $1,555,000 | +1.8% | 31,189 | +0.1% | 1.08% | -30.5% |
Q4 2018 | $1,528,000 | +582.1% | 31,148 | +579.2% | 1.56% | +639.8% |
Q3 2018 | $224,000 | – | 4,586 | – | 0.21% | – |
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% |