ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,101,455 | +15.6% | 88,432 | +16.2% | 1.88% | +20.5% |
| Q2 2023 | $3,549,272 | -34.6% | 76,099 | -33.9% | 1.56% | -42.9% |
| Q1 2023 | $5,427,484 | -1.0% | 115,099 | -2.5% | 2.74% | +2.7% |
| Q4 2022 | $5,481,592 | +1.5% | 118,036 | +0.1% | 2.67% | -1.2% |
| Q3 2022 | $5,401,000 | +51.3% | 117,922 | +58.3% | 2.70% | +49.1% |
| Q2 2022 | $3,569,000 | +2.6% | 74,506 | +2.7% | 1.81% | -4.2% |
| Q1 2022 | $3,477,000 | +41.5% | 72,521 | +48.8% | 1.89% | +43.0% |
| Q4 2021 | $2,458,000 | -73.3% | 48,741 | -73.1% | 1.32% | -74.2% |
| Q3 2021 | $9,201,000 | +2.0% | 181,298 | +3.2% | 5.12% | -4.2% |
| Q2 2021 | $9,021,000 | +14.8% | 175,678 | +14.8% | 5.35% | -0.4% |
| Q1 2021 | $7,856,000 | +10.6% | 153,013 | +11.1% | 5.37% | +6.7% |
| Q4 2020 | $7,106,000 | – | 137,762 | – | 5.03% | – |
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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% |