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 | $1,928,712 | -0.8% | 41,585 | -0.2% | 0.23% | -1.7% |
Q2 2023 | $1,944,188 | -1.1% | 41,685 | 0.0% | 0.24% | -4.5% |
Q1 2023 | $1,965,656 | +1.5% | 41,685 | 0.0% | 0.25% | -6.1% |
Q4 2022 | $1,935,851 | -17.8% | 41,685 | -18.4% | 0.26% | -23.2% |
Q3 2022 | $2,355,000 | +24.4% | 51,091 | +27.9% | 0.34% | +19.2% |
Q2 2022 | $1,893,000 | -2.2% | 39,935 | 0.0% | 0.29% | +2.1% |
Q1 2022 | $1,935,000 | -9.1% | 39,935 | -5.4% | 0.28% | -1.4% |
Q4 2021 | $2,129,000 | -3.3% | 42,219 | -2.0% | 0.28% | -6.0% |
Q3 2021 | $2,201,000 | -2.2% | 43,094 | -1.7% | 0.30% | -8.5% |
Q2 2021 | $2,250,000 | +12.8% | 43,861 | +12.8% | 0.33% | +14.2% |
Q1 2021 | $1,994,000 | +12.3% | 38,886 | +13.1% | 0.29% | +4.0% |
Q4 2020 | $1,776,000 | – | 34,386 | – | 0.28% | – |
Download |
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% |