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 2023 | $774,854 | +5.7% | 16,707 | +6.3% | 0.43% | +1.9% |
| Q2 2023 | $732,736 | -0.1% | 15,710 | +1.0% | 0.42% | -9.9% |
| Q1 2023 | $733,657 | +28.1% | 15,558 | +26.1% | 0.47% | +13.7% |
| Q4 2022 | $572,775 | +113.7% | 12,334 | +112.4% | 0.41% | +114.7% |
| Q3 2022 | $268,000 | -2.5% | 5,808 | 0.0% | 0.19% | +22.4% |
| Q2 2022 | $275,000 | -10.7% | 5,808 | -8.7% | 0.16% | +6.1% |
| Q1 2022 | $308,000 | -28.4% | 6,358 | -25.4% | 0.15% | -26.1% |
| Q4 2021 | $430,000 | -23.8% | 8,519 | -22.8% | 0.20% | -32.1% |
| Q3 2021 | $564,000 | -1.9% | 11,040 | -1.6% | 0.29% | -5.2% |
| Q2 2021 | $575,000 | -37.2% | 11,218 | -37.1% | 0.31% | -41.0% |
| Q1 2021 | $915,000 | +0.8% | 17,839 | +1.4% | 0.52% | -11.2% |
| Q4 2020 | $908,000 | +41.9% | 17,593 | +41.6% | 0.59% | +6.1% |
| Q3 2020 | $640,000 | +75.3% | 12,422 | +75.1% | 0.56% | +40.1% |
| Q2 2020 | $365,000 | +34.7% | 7,094 | +31.8% | 0.40% | +15.1% |
| Q1 2020 | $271,000 | -14.2% | 5,382 | -14.2% | 0.34% | +27.3% |
| Q4 2019 | $316,000 | – | 6,271 | – | 0.27% | – |
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% |