ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,000 | -2.1% | 4,930 | -1.7% | 0.03% | +25.9% |
| Q2 2023 | $234,000 | -51.4% | 5,014 | -50.8% | 0.03% | -55.0% |
| Q1 2023 | $481,000 | +1.7% | 10,195 | +0.1% | 0.06% | -11.8% |
| Q4 2022 | $473,000 | +9.7% | 10,184 | +8.8% | 0.07% | -6.8% |
| Q3 2022 | $431,000 | +22.1% | 9,357 | +25.6% | 0.07% | +14.1% |
| Q2 2022 | $353,000 | -98.7% | 7,448 | -98.7% | 0.06% | -98.6% |
| Q1 2022 | $28,044,000 | -1.5% | 578,707 | +2.6% | 4.51% | +2.9% |
| Q4 2021 | $28,457,000 | -2.3% | 564,282 | -1.1% | 4.39% | -7.6% |
| Q3 2021 | $29,139,000 | -2.2% | 570,576 | -1.7% | 4.75% | +7.4% |
| Q2 2021 | $29,784,000 | -47.3% | 580,695 | -47.3% | 4.42% | -54.1% |
| Q1 2021 | $56,489,000 | – | 1,101,371 | – | 9.62% | – |
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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% |