ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,883,081 | +2.1% | 234,650 | +2.7% | 5.32% | +9.0% |
| Q2 2023 | $10,654,234 | +0.2% | 228,436 | +1.3% | 4.88% | -0.6% |
| Q1 2023 | $10,632,628 | +1.9% | 225,483 | +0.8% | 4.91% | -8.8% |
| Q4 2022 | $10,436,357 | -5.6% | 223,691 | -6.8% | 5.38% | -5.9% |
| Q3 2022 | $11,061,000 | -2.1% | 239,937 | +0.7% | 5.72% | +5.0% |
| Q2 2022 | $11,297,000 | -15.8% | 238,343 | -13.9% | 5.45% | -6.2% |
| Q1 2022 | $13,418,000 | +3.2% | 276,882 | +7.4% | 5.81% | +0.8% |
| Q4 2021 | $13,000,000 | +2.1% | 257,776 | +3.4% | 5.76% | -5.0% |
| Q3 2021 | $12,732,000 | +5.2% | 249,302 | +5.7% | 6.07% | +3.8% |
| Q2 2021 | $12,100,000 | +237.5% | 235,910 | +237.5% | 5.84% | +220.6% |
| Q1 2021 | $3,585,000 | +7.5% | 69,891 | +8.3% | 1.82% | +1.2% |
| Q4 2020 | $3,334,000 | +3.5% | 64,554 | +3.3% | 1.80% | -8.1% |
| Q3 2020 | $3,222,000 | – | 62,509 | – | 1.96% | – |
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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% |