ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,146 | -24.0% | 8,606 | -23.5% | 0.19% | -21.7% |
| Q2 2023 | $524,887 | -2.9% | 11,254 | -1.9% | 0.24% | -13.5% |
| Q1 2023 | $540,727 | -6.8% | 11,467 | -8.2% | 0.28% | -15.8% |
| Q4 2022 | $579,943 | -54.4% | 12,488 | -54.8% | 0.34% | -57.8% |
| Q3 2022 | $1,273,000 | -14.1% | 27,608 | -11.7% | 0.79% | -21.9% |
| Q2 2022 | $1,482,000 | -22.4% | 31,262 | -20.7% | 1.02% | -10.3% |
| Q1 2022 | $1,910,000 | -21.9% | 39,404 | -18.8% | 1.13% | -17.5% |
| Q4 2021 | $2,447,000 | – | 48,529 | – | 1.37% | – |
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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% |