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 | $29,915 | -0.6% | 645 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $30,083 | -1.1% | 645 | 0.0% | 0.02% | +4.8% |
| Q1 2023 | $30,415 | +1.5% | 645 | 0.0% | 0.02% | +5.0% |
| Q4 2022 | $29,954 | -0.2% | 645 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $30,000 | -3.2% | 645 | 0.0% | 0.02% | +11.1% |
| Q2 2022 | $31,000 | 0.0% | 645 | 0.0% | 0.02% | +20.0% |
| Q1 2022 | $31,000 | -6.1% | 645 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $33,000 | 0.0% | 645 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $33,000 | -40.0% | 645 | -40.3% | 0.02% | -43.3% |
| Q2 2021 | $55,000 | +83.3% | 1,081 | +82.0% | 0.03% | +66.7% |
| Q1 2021 | $30,000 | -3.2% | 594 | 0.0% | 0.02% | -18.2% |
| Q4 2020 | $31,000 | 0.0% | 594 | 0.0% | 0.02% | -31.2% |
| Q3 2020 | $31,000 | 0.0% | 594 | 0.0% | 0.03% | -5.9% |
| Q2 2020 | $31,000 | +3.3% | 594 | 0.0% | 0.03% | -20.9% |
| Q1 2020 | $30,000 | -80.5% | 594 | -80.6% | 0.04% | -73.5% |
| Q4 2019 | $154,000 | – | 3,063 | – | 0.16% | – |
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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% |