ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $279,000 | -13.1% | 5,751 | -9.7% | 0.11% | +16.0% |
| Q4 2021 | $321,000 | -5.9% | 6,369 | -4.7% | 0.09% | -21.0% |
| Q3 2021 | $341,000 | +30.2% | 6,681 | +30.8% | 0.12% | +2.6% |
| Q2 2021 | $262,000 | -9.7% | 5,108 | -9.6% | 0.12% | -79.8% |
| Q1 2021 | $290,000 | -3.0% | 5,649 | -2.3% | 0.57% | +197.4% |
| Q4 2020 | $299,000 | -49.8% | 5,781 | -4.8% | 0.19% | -17.9% |
| Q3 2020 | $596,000 | +179.8% | 6,070 | +47.0% | 0.24% | -14.2% |
| Q2 2020 | $213,000 | +0.9% | 4,129 | -1.8% | 0.27% | +36.3% |
| Q4 2019 | $211,000 | – | 4,203 | – | 0.20% | – |
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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% |