ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 149 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,851 | -14.7% | 277,129 | -14.2% | 0.03% | -8.8% |
Q2 2023 | $15,060 | -73.5% | 322,954 | -73.3% | 0.03% | -75.5% |
Q1 2023 | $56,851 | -8.4% | 1,208,650 | -9.4% | 0.14% | -13.7% |
Q4 2022 | $62,077 | -99.9% | 1,334,485 | -15.3% | 0.16% | -19.5% |
Q3 2022 | $72,750,000 | -17.3% | 1,575,494 | -15.1% | 0.20% | -14.5% |
Q2 2022 | $87,956,000 | +6.0% | 1,855,606 | +8.4% | 0.23% | +44.4% |
Q1 2022 | $82,953,000 | +79.0% | 1,711,063 | +89.4% | 0.16% | +82.0% |
Q4 2021 | $46,342,000 | -25.4% | 903,522 | -25.7% | 0.09% | -29.4% |
Q3 2021 | $62,147,000 | +34.1% | 1,216,851 | +34.7% | 0.13% | +34.0% |
Q2 2021 | $46,342,000 | +35.7% | 903,522 | +35.7% | 0.09% | +25.3% |
Q1 2021 | $34,158,000 | -19.1% | 665,971 | -18.6% | 0.08% | -23.5% |
Q4 2020 | $42,242,000 | +17.1% | 818,032 | +16.9% | 0.10% | +2.1% |
Q3 2020 | $36,072,000 | +70.8% | 699,748 | +67.4% | 0.10% | +50.0% |
Q2 2020 | $21,114,000 | 0.0% | 418,106 | 0.0% | 0.06% | -15.8% |
Q1 2020 | $21,114,000 | +2.6% | 418,106 | +2.4% | 0.08% | +31.0% |
Q4 2019 | $20,574,000 | +10.0% | 408,227 | +10.1% | 0.06% | 0.0% |
Q3 2019 | $18,712,000 | +81.7% | 370,612 | +81.4% | 0.06% | +87.1% |
Q2 2019 | $10,301,000 | +265.8% | 204,255 | +261.7% | 0.03% | +244.4% |
Q1 2019 | $2,816,000 | +987.3% | 56,470 | +967.3% | 0.01% | +800.0% |
Q4 2018 | $259,000 | 0.0% | 5,291 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $259,000 | -46.8% | 5,291 | -46.7% | 0.00% | -50.0% |
Q2 2018 | $487,000 | -4.9% | 9,935 | -4.2% | 0.00% | 0.0% |
Q1 2018 | $512,000 | -50.8% | 10,373 | -50.4% | 0.00% | -33.3% |
Q4 2017 | $1,041,000 | +44.8% | 20,893 | +46.1% | 0.00% | 0.0% |
Q3 2017 | $719,000 | – | 14,298 | – | 0.00% | – |
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% |