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 | $3,972,305 | +8.5% | 85,647 | +9.1% | 0.49% | +2.9% |
| Q2 2023 | $3,659,747 | +3.1% | 78,468 | +4.3% | 0.48% | -1.4% |
| Q1 2023 | $3,548,832 | +64.3% | 75,259 | +61.8% | 0.49% | +6.6% |
| Q4 2022 | $2,159,747 | -4.7% | 46,506 | -5.4% | 0.46% | -10.0% |
| Q3 2022 | $2,266,000 | -2.6% | 49,161 | +0.2% | 0.51% | +4.3% |
| Q2 2022 | $2,326,000 | -5.6% | 49,068 | -3.5% | 0.49% | +4.1% |
| Q1 2022 | $2,464,000 | -3.7% | 50,840 | +0.2% | 0.47% | -3.3% |
| Q4 2021 | $2,559,000 | +14.7% | 50,745 | +16.1% | 0.48% | +3.9% |
| Q3 2021 | $2,232,000 | -3.9% | 43,713 | -3.5% | 0.47% | -4.5% |
| Q2 2021 | $2,323,000 | -25.5% | 45,290 | -25.5% | 0.49% | -32.8% |
| Q1 2021 | $3,117,000 | +101.0% | 60,773 | +102.4% | 0.73% | +91.6% |
| Q4 2020 | $1,551,000 | +2.6% | 30,029 | +2.4% | 0.38% | -4.8% |
| Q3 2020 | $1,511,000 | +11.7% | 29,320 | +11.5% | 0.40% | +4.5% |
| Q2 2020 | $1,353,000 | – | 26,293 | – | 0.38% | – |
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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% |