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 | $37,521 | -0.6% | 809 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $37,732 | +12.7% | 809 | +13.9% | 0.01% | +8.3% |
| Q1 2023 | $33,480 | +3.1% | 710 | +1.6% | 0.01% | -7.7% |
| Q4 2022 | $32,462 | -99.9% | 699 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $31,947,000 | -2.7% | 693 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $32,848,000 | -1.2% | 693 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $33,257,000 | +1.8% | 693 | +6.9% | 0.01% | +9.1% |
| Q4 2021 | $32,679,000 | -1.3% | 648 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $33,093,000 | +16.7% | 648 | +17.2% | 0.01% | 0.0% |
| Q1 2021 | $28,363,000 | -0.7% | 553 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $28,557,000 | +0.2% | 553 | 0.0% | 0.01% | -6.7% |
| Q3 2020 | $28,507,000 | +5.5% | 553 | +5.3% | 0.02% | 0.0% |
| Q2 2020 | $27,022,000 | +99981.5% | 525 | 0.0% | 0.02% | -16.7% |
| Q1 2020 | $27,000 | +12.5% | 525 | +9.6% | 0.02% | +38.5% |
| Q4 2019 | $24,000 | 0.0% | 479 | 0.0% | 0.01% | -13.3% |
| Q3 2019 | $24,000 | 0.0% | 479 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 479 | +5.5% | 0.02% | -6.2% |
| Q1 2019 | $23,000 | +4.5% | 454 | 0.0% | 0.02% | -15.8% |
| Q4 2018 | $22,000 | – | 454 | – | 0.02% | – |
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% |