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 | $739,993 | -13.7% | 15,955 | -13.2% | 0.50% | -16.2% |
| Q2 2023 | $857,394 | -74.0% | 18,383 | -73.7% | 0.60% | -77.1% |
| Q1 2023 | $3,301,018 | +3.5% | 70,004 | +1.9% | 2.61% | -7.9% |
| Q4 2022 | $3,189,357 | -10.9% | 68,677 | -11.6% | 2.84% | -14.5% |
| Q3 2022 | $3,579,000 | -2.3% | 77,645 | +0.4% | 3.32% | +0.8% |
| Q2 2022 | $3,665,000 | -11.2% | 77,314 | -9.2% | 3.29% | -10.1% |
| Q1 2022 | $4,128,000 | -11.5% | 85,190 | -7.9% | 3.66% | -10.1% |
| Q4 2021 | $4,665,000 | -2.7% | 92,497 | -1.5% | 4.07% | -9.0% |
| Q3 2021 | $4,794,000 | +2.8% | 93,874 | +3.2% | 4.47% | -0.5% |
| Q2 2021 | $4,664,000 | +11.2% | 90,932 | +11.2% | 4.49% | +1.3% |
| Q1 2021 | $4,193,000 | +5.6% | 81,760 | +6.3% | 4.44% | +13.9% |
| Q4 2020 | $3,971,000 | – | 76,913 | – | 3.90% | – |
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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% |