ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $116,633 | -2.7% | 2,530 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $119,922 | -18.8% | 2,530 | -17.0% | 0.01% | 0.0% |
Q1 2022 | $147,706 | -3.9% | 3,048 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $153,711 | +2.6% | 3,048 | +3.9% | 0.01% | -16.7% |
Q3 2021 | $149,839 | +19.7% | 2,934 | +20.2% | 0.01% | +20.0% |
Q2 2021 | $125,148 | -7.6% | 2,440 | -7.6% | 0.01% | -16.7% |
Q1 2021 | $135,406 | -0.7% | 2,640 | 0.0% | 0.01% | -14.3% |
Q4 2020 | $136,330 | +0.2% | 2,640 | 0.0% | 0.01% | -12.5% |
Q3 2020 | $136,092 | +0.2% | 2,640 | 0.0% | 0.01% | -11.1% |
Q2 2020 | $135,881 | +1.9% | 2,640 | 0.0% | 0.01% | -18.2% |
Q1 2020 | $133,320 | +0.2% | 2,640 | 0.0% | 0.01% | +22.2% |
Q4 2019 | $133,056 | -0.2% | 2,640 | 0.0% | 0.01% | -18.2% |
Q3 2019 | $133,294 | +0.1% | 2,640 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $133,135 | +1.1% | 2,640 | 0.0% | 0.01% | -8.3% |
Q1 2019 | $131,630 | +1.6% | 2,640 | 0.0% | 0.01% | -25.0% |
Q4 2018 | $129,518 | +1.7% | 2,640 | +1.5% | 0.02% | +6.7% |
Q3 2018 | $127,400 | +23.0% | 2,600 | +23.2% | 0.02% | +7.1% |
Q2 2018 | $103,559 | -3.7% | 2,110 | -3.2% | 0.01% | -12.5% |
Q1 2018 | $107,534 | +2.3% | 2,179 | +3.3% | 0.02% | -5.9% |
Q4 2017 | $105,141 | – | 2,110 | – | 0.02% | – |
Download |
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% |