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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,097 | +7.6% | 16,755 | +8.3% | 0.00% | 0.0% |
| Q2 2023 | $721,894 | +42.5% | 15,478 | +44.0% | 0.00% | +50.0% |
| Q1 2023 | $506,728 | +117.4% | 10,746 | +114.1% | 0.00% | +100.0% |
| Q4 2022 | $233,082 | -71.7% | 5,019 | -71.9% | 0.00% | -75.0% |
| Q3 2022 | $824,000 | +29.2% | 17,885 | +33.0% | 0.00% | +33.3% |
| Q2 2022 | $638,000 | +200.9% | 13,452 | +219.1% | 0.00% | +200.0% |
| Q4 2021 | $212,000 | – | 4,216 | – | 0.00% | – |
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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% |