ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,780,000 | -19.7% | 181,181 | -16.4% | 4.63% | -14.4% |
| Q4 2021 | $10,930,000 | -0.9% | 216,739 | +0.4% | 5.42% | -5.7% |
| Q3 2021 | $11,026,000 | +9.6% | 215,914 | +10.1% | 5.74% | +6.3% |
| Q2 2021 | $10,061,000 | +5.9% | 196,166 | +6.0% | 5.41% | +5.1% |
| Q1 2021 | $9,496,000 | +2.5% | 185,139 | +3.2% | 5.14% | -0.8% |
| Q4 2020 | $9,265,000 | – | 179,414 | – | 5.18% | – |
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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% |