ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,539,580 | -12.1% | 270,366 | -11.6% | 0.15% | 0.0% |
| Q2 2023 | $14,260,542 | -18.6% | 305,758 | -17.7% | 0.15% | -29.6% |
| Q1 2023 | $17,521,114 | +1935.7% | 371,564 | +1904.8% | 0.22% | +620.0% |
| Q4 2022 | $860,704 | -57.8% | 18,534 | -55.9% | 0.03% | -58.3% |
| Q1 2022 | $2,038,000 | +4.2% | 42,056 | +8.4% | 0.07% | +10.8% |
| Q4 2021 | $1,956,000 | +0.4% | 38,792 | +1.7% | 0.06% | -9.7% |
| Q3 2021 | $1,948,000 | +618.8% | 38,135 | +620.5% | 0.07% | +554.5% |
| Q2 2021 | $271,000 | +21.0% | 5,293 | +21.3% | 0.01% | +10.0% |
| Q1 2021 | $224,000 | +202.7% | 4,365 | +202.7% | 0.01% | +150.0% |
| Q2 2020 | $74,000 | +2.8% | 1,442 | +0.5% | 0.00% | -20.0% |
| Q1 2020 | $72,000 | – | 1,435 | – | 0.01% | – |
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% |