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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $37,833,245 | -2.6% | 814,669 | -3.3% | 17.09% | -10.9% |
| Q3 2022 | $38,843,000 | -3.4% | 842,583 | -0.7% | 19.18% | -0.8% |
| Q2 2022 | $40,215,000 | +7604.0% | 848,413 | -96.6% | 19.34% | +5588.2% |
| Q1 2022 | $522,000 | -97.2% | 25,313,106 | +6695.0% | 0.34% | -96.8% |
| Q4 2021 | $18,786,000 | +64.7% | 372,523 | +66.8% | 10.66% | +49.5% |
| Q3 2021 | $11,404,000 | +21.8% | 223,311 | +22.3% | 7.13% | +21.2% |
| Q2 2021 | $9,362,000 | +37.0% | 182,538 | +37.0% | 5.88% | +28.7% |
| Q1 2021 | $6,833,000 | +21.8% | 133,220 | +22.6% | 4.57% | -2.0% |
| Q4 2020 | $5,611,000 | – | 108,652 | – | 4.66% | – |
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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% |