ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $9,828,000 | -0.8% | 202,797 | +3.3% | 4.08% | -0.7% |
| Q4 2021 | $9,904,000 | +6.0% | 196,395 | +7.3% | 4.11% | -3.7% |
| Q3 2021 | $9,345,000 | +4.9% | 182,977 | +5.3% | 4.27% | +2.1% |
| Q2 2021 | $8,908,000 | -14.9% | 173,695 | -14.9% | 4.18% | -21.4% |
| Q1 2021 | $10,473,000 | +34.8% | 204,210 | +35.7% | 5.32% | +25.7% |
| Q4 2020 | $7,769,000 | – | 150,450 | – | 4.23% | – |
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% |