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 | $4,684 | -0.6% | 101 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $4,711 | -17.4% | 101 | -16.5% | 0.00% | -25.0% |
| Q1 2023 | $5,706 | +21.7% | 121 | +19.8% | 0.00% | +33.3% |
| Q4 2022 | $4,690 | -6.2% | 101 | 0.0% | 0.00% | -62.5% |
| Q3 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.01% | +100.0% |
| Q2 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -28.6% | 101 | -25.2% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -22.2% | 135 | -20.6% | 0.00% | -40.0% |
| Q1 2021 | $9,000 | -10.0% | 170 | -10.1% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | -97.6% | 189 | -97.7% | 0.01% | -98.1% |
| Q3 2020 | $418,000 | -2.3% | 8,106 | -2.5% | 0.26% | -4.3% |
| Q2 2020 | $428,000 | +3.1% | 8,311 | +1.2% | 0.28% | -2.1% |
| Q1 2020 | $415,000 | +3.5% | 8,212 | +3.2% | 0.28% | +11.4% |
| Q4 2019 | $401,000 | – | 7,958 | – | 0.25% | – |
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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% |