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 | $746,043 | -0.1% | 16,085 | +0.4% | 0.45% | +3.9% |
| Q2 2023 | $747,129 | -1.2% | 16,019 | -0.1% | 0.44% | -9.9% |
| Q1 2023 | $755,926 | +0.6% | 16,031 | -0.9% | 0.48% | -12.8% |
| Q4 2022 | $751,354 | -3.5% | 16,179 | -4.2% | 0.56% | -3.1% |
| Q3 2022 | $779,000 | -0.8% | 16,889 | +2.0% | 0.57% | +4.2% |
| Q2 2022 | $785,000 | -2.0% | 16,559 | +0.2% | 0.55% | +17.5% |
| Q1 2022 | $801,000 | -4.2% | 16,533 | -0.2% | 0.47% | +1.7% |
| Q4 2021 | $836,000 | +3.2% | 16,568 | +4.5% | 0.46% | -4.9% |
| Q3 2021 | $810,000 | -0.2% | 15,861 | +0.2% | 0.48% | -1.0% |
| Q2 2021 | $812,000 | -1.5% | 15,835 | -1.4% | 0.49% | -10.7% |
| Q1 2021 | $824,000 | -0.5% | 16,056 | +0.1% | 0.55% | -7.7% |
| Q4 2020 | $828,000 | +0.5% | 16,036 | +0.3% | 0.60% | -12.2% |
| Q3 2020 | $824,000 | +0.9% | 15,992 | +0.8% | 0.68% | -11.5% |
| Q2 2020 | $817,000 | +1.1% | 15,870 | -0.8% | 0.77% | -18.2% |
| Q1 2020 | $808,000 | -0.4% | 16,005 | -0.5% | 0.94% | +23.1% |
| Q4 2019 | $811,000 | – | 16,088 | – | 0.76% | – |
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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% |