ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $362,000 | -14.2% | 7,862 | -11.7% | 0.16% | -12.2% |
| Q2 2022 | $422,000 | -2.1% | 8,901 | +0.1% | 0.19% | +9.9% |
| Q1 2022 | $431,000 | -4.9% | 8,891 | -1.1% | 0.17% | 0.0% |
| Q4 2021 | $453,000 | -1.1% | 8,986 | +0.2% | 0.17% | -57.0% |
| Q3 2021 | $458,000 | 0.0% | 8,968 | +0.4% | 0.40% | +89.5% |
| Q1 2021 | $458,000 | +13.1% | 8,928 | +13.7% | 0.21% | -0.9% |
| Q4 2020 | $405,000 | -2.9% | 7,850 | -2.9% | 0.21% | -14.2% |
| Q3 2020 | $417,000 | -11.7% | 8,081 | -11.9% | 0.25% | -17.7% |
| Q2 2020 | $472,000 | +20.1% | 9,171 | +17.9% | 0.30% | +1.0% |
| Q1 2020 | $393,000 | -2.5% | 7,780 | -2.8% | 0.30% | +11.2% |
| Q4 2019 | $403,000 | +52.7% | 8,004 | +53.4% | 0.27% | +38.3% |
| Q3 2019 | $264,000 | +24.5% | 5,219 | +23.9% | 0.19% | +18.4% |
| Q2 2019 | $212,000 | – | 4,212 | – | 0.16% | – |
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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% |