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 | $2,580,351 | +1.5% | 55,635 | +2.1% | 0.72% | +1.4% |
| Q2 2023 | $2,542,020 | -0.5% | 54,503 | +0.6% | 0.71% | -7.9% |
| Q1 2023 | $2,555,424 | -55.7% | 54,192 | -56.3% | 0.77% | -58.7% |
| Q4 2022 | $5,762,368 | -99.8% | 124,082 | +100.0% | 1.87% | +81.5% |
| Q3 2022 | $2,859,629,000 | +107769.8% | 62,031 | +10.9% | 1.03% | +11.8% |
| Q2 2022 | $2,651,000 | +5.0% | 55,935 | +7.4% | 0.92% | +10.7% |
| Q1 2022 | $2,524,000 | +4.2% | 52,080 | +8.4% | 0.83% | -4.6% |
| Q4 2021 | $2,423,000 | +686.7% | 48,040 | +697.3% | 0.87% | +560.6% |
| Q3 2021 | $308,000 | – | 6,025 | – | 0.13% | – |
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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% |