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 2022 | $2,845,000 | -14.4% | 61,921 | -11.7% | 2.42% | -16.7% |
| Q2 2022 | $3,324,000 | +3.2% | 70,120 | +5.5% | 2.91% | +18.9% |
| Q1 2022 | $3,220,000 | -4.1% | 66,452 | -0.2% | 2.44% | -5.9% |
| Q4 2021 | $3,359,000 | +2.9% | 66,610 | +4.2% | 2.60% | -6.3% |
| Q3 2021 | $3,264,000 | +1.1% | 63,918 | +1.6% | 2.77% | +0.1% |
| Q2 2021 | $3,227,000 | +22.5% | 62,914 | +22.5% | 2.77% | +11.6% |
| Q1 2021 | $2,634,000 | -6.1% | 51,354 | -5.4% | 2.48% | -10.0% |
| Q4 2020 | $2,804,000 | – | 54,306 | – | 2.76% | – |
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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% |