ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $186 | +1.6% | 3,946 | +0.3% | 0.08% | -6.2% |
| Q4 2022 | $183 | -99.9% | 3,935 | +11.5% | 0.08% | +3.8% |
| Q3 2022 | $163,000 | +10.9% | 3,529 | +13.5% | 0.08% | +16.4% |
| Q2 2022 | $147,000 | -2.0% | 3,110 | +0.6% | 0.07% | +9.8% |
| Q1 2022 | $150,000 | -34.2% | 3,090 | -31.5% | 0.06% | -31.5% |
| Q4 2021 | $228,000 | -12.3% | 4,513 | -11.3% | 0.09% | -17.6% |
| Q3 2021 | $260,000 | +12.6% | 5,087 | +12.9% | 0.11% | +8.0% |
| Q2 2021 | $231,000 | +14.9% | 4,506 | +15.1% | 0.10% | -9.1% |
| Q1 2021 | $201,000 | +0.5% | 3,916 | +1.0% | 0.11% | -7.6% |
| Q4 2020 | $200,000 | -10.3% | 3,878 | -13.1% | 0.12% | -45.4% |
| Q1 2019 | $223,000 | – | 4,463 | – | 0.22% | – |
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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% |