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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $419,479 | -28.8% | 8,820 | -30.5% | 0.16% | -33.9% |
| Q3 2023 | $588,794 | -25.0% | 12,695 | -24.6% | 0.24% | -22.6% |
| Q2 2023 | $785,041 | -26.6% | 16,832 | -25.8% | 0.30% | -30.0% |
| Q1 2023 | $1,069,289 | -25.9% | 22,676 | -27.0% | 0.44% | -22.3% |
| Q4 2022 | $1,443,077 | -36.0% | 31,074 | -36.5% | 0.56% | -41.7% |
| Q3 2022 | $2,254,000 | -2.0% | 48,899 | +0.7% | 0.96% | +0.8% |
| Q2 2022 | $2,301,000 | -5.7% | 48,554 | -3.5% | 0.96% | +7.7% |
| Q1 2022 | $2,439,000 | -3.1% | 50,328 | +0.8% | 0.89% | +0.9% |
| Q4 2021 | $2,517,000 | – | 49,917 | – | 0.88% | – |
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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% |