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 | $1,611,056 | +21.4% | 34,736 | +22.1% | 1.16% | +3.9% |
| Q2 2023 | $1,327,001 | +8.6% | 28,452 | +9.8% | 1.12% | +4.1% |
| Q1 2023 | $1,222,305 | +11.0% | 25,921 | +9.3% | 1.07% | +2.5% |
| Q4 2022 | $1,101,000 | -8.1% | 23,714 | -8.7% | 1.05% | -20.0% |
| Q3 2022 | $1,198,000 | +8.2% | 25,983 | +11.3% | 1.31% | +17.9% |
| Q2 2022 | $1,107,000 | +3.1% | 23,347 | +5.3% | 1.11% | +2.4% |
| Q1 2022 | $1,074,000 | +1.0% | 22,162 | +5.1% | 1.08% | +6.0% |
| Q4 2021 | $1,063,000 | – | 21,079 | – | 1.02% | – |
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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% |