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 | $281,573 | -74.8% | 6,071 | -74.6% | 0.07% | -75.3% |
| Q2 2023 | $1,116,653 | -89.7% | 23,942 | -89.5% | 0.27% | -93.8% |
| Q1 2023 | $10,797,075 | -37.7% | 228,970 | -38.1% | 4.31% | -38.8% |
| Q4 2022 | $17,323,788 | -8.5% | 369,850 | -10.2% | 7.05% | -18.4% |
| Q3 2022 | $18,933,000 | -18.3% | 411,862 | -15.4% | 8.64% | -16.5% |
| Q2 2022 | $23,187,000 | +11.9% | 486,705 | +12.6% | 10.34% | +31.5% |
| Q1 2022 | $20,722,000 | +36.8% | 432,168 | +43.7% | 7.86% | +54.0% |
| Q4 2021 | $15,149,000 | +15.0% | 300,822 | +16.0% | 5.11% | +3.2% |
| Q3 2021 | $13,175,000 | +695.6% | 259,344 | +703.2% | 4.95% | +591.1% |
| Q2 2021 | $1,656,000 | +124.1% | 32,287 | +124.0% | 0.72% | +93.5% |
| Q1 2021 | $739,000 | -56.6% | 14,415 | -56.3% | 0.37% | -66.8% |
| Q4 2020 | $1,704,000 | – | 32,999 | – | 1.12% | – |
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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% |