ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,695,790 | -4.4% | 79,685 | -3.8% | 0.04% | -7.7% |
| Q2 2023 | $3,864,684 | +26.0% | 82,862 | +27.4% | 0.04% | +18.2% |
| Q1 2023 | $3,067,626 | -4.3% | 65,054 | -5.8% | 0.03% | +17.9% |
| Q4 2022 | $3,205,893 | -99.9% | 69,033 | -40.0% | 0.03% | 0.0% |
| Q3 2022 | $2,653,651,000 | +99101.9% | 114,994 | +103.8% | 0.03% | +3.7% |
| Q2 2022 | $2,675,000 | -16.7% | 56,432 | -14.8% | 0.03% | -18.2% |
| Q1 2022 | $3,210,000 | +28.5% | 66,242 | +33.7% | 0.03% | +32.0% |
| Q4 2021 | $2,499,000 | -18.2% | 49,544 | -17.2% | 0.02% | -19.4% |
| Q3 2021 | $3,055,000 | +7.6% | 59,824 | +8.1% | 0.03% | -3.1% |
| Q2 2021 | $2,838,000 | +1.2% | 55,329 | +1.3% | 0.03% | -11.1% |
| Q1 2021 | $2,803,000 | -6.6% | 54,642 | -5.9% | 0.04% | +2.9% |
| Q4 2020 | $3,000,000 | -99.9% | 58,093 | +29.1% | 0.04% | -18.6% |
| Q3 2020 | $2,300,000,000 | – | 44,996 | – | 0.04% | – |
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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% |