ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,552 | -84.3% | 4,584 | -84.3% | 0.09% | -83.3% |
| Q2 2023 | $1,357,876 | -27.9% | 29,111 | -27.1% | 0.52% | -31.4% |
| Q1 2023 | $1,883,437 | -8.0% | 39,942 | -9.4% | 0.76% | -12.5% |
| Q4 2022 | $2,047,523 | -49.3% | 44,088 | -49.6% | 0.87% | -53.0% |
| Q3 2022 | $4,037,000 | -6.0% | 87,408 | -3.6% | 1.84% | -0.5% |
| Q2 2022 | $4,295,000 | +13.5% | 90,629 | +20.0% | 1.85% | +29.3% |
| Q1 2022 | $3,783,000 | +20.0% | 75,534 | +20.8% | 1.43% | +25.4% |
| Q4 2021 | $3,153,000 | -3.8% | 62,537 | -2.5% | 1.14% | -4.4% |
| Q3 2021 | $3,276,000 | +13.2% | 64,164 | +13.6% | 1.20% | +6.4% |
| Q2 2021 | $2,895,000 | +4.2% | 56,461 | +4.3% | 1.12% | -2.3% |
| Q1 2021 | $2,777,000 | +1.1% | 54,146 | +1.8% | 1.15% | -8.8% |
| Q4 2020 | $2,746,000 | +4.9% | 53,181 | +4.7% | 1.26% | -12.5% |
| Q3 2020 | $2,617,000 | +0.5% | 50,775 | +0.4% | 1.44% | -0.3% |
| Q2 2020 | $2,603,000 | +30.4% | 50,583 | +27.9% | 1.45% | +11.5% |
| Q1 2020 | $1,996,000 | +0.1% | 39,539 | -0.1% | 1.30% | +33.3% |
| Q4 2019 | $1,995,000 | +2.7% | 39,596 | +2.9% | 0.97% | -8.5% |
| Q3 2019 | $1,942,000 | +3.2% | 38,472 | +3.1% | 1.06% | -0.1% |
| Q2 2019 | $1,882,000 | -0.8% | 37,330 | -1.9% | 1.06% | -4.8% |
| Q1 2019 | $1,897,000 | +1.8% | 38,050 | +0.2% | 1.12% | -7.5% |
| Q4 2018 | $1,863,000 | – | 37,985 | – | 1.21% | – |
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% |