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 | $1,626,593 | -13.7% | 35,071 | -13.2% | 0.00% | 0.0% |
Q2 2023 | $1,885,235 | +337.3% | 40,421 | +342.1% | 0.00% | +200.0% |
Q1 2023 | $431,138 | -4.8% | 9,143 | -6.2% | 0.00% | 0.0% |
Q4 2022 | $452,836 | +863.5% | 9,751 | +866.4% | 0.00% | – |
Q3 2022 | $47,000 | +56.7% | 1,009 | +60.7% | 0.00% | – |
Q2 2022 | $30,000 | 0.0% | 628 | 0.0% | 0.00% | – |
Q1 2022 | $30,000 | -57.7% | 628 | -55.2% | 0.00% | – |
Q4 2021 | $71,000 | -1.4% | 1,403 | 0.0% | 0.00% | – |
Q3 2021 | $72,000 | 0.0% | 1,403 | 0.0% | 0.00% | – |
Q2 2021 | $72,000 | 0.0% | 1,403 | 0.0% | 0.00% | – |
Q1 2021 | $72,000 | 0.0% | 1,403 | 0.0% | 0.00% | – |
Q4 2020 | $72,000 | -94.7% | 1,403 | -94.7% | 0.00% | -100.0% |
Q3 2020 | $1,352,000 | +208.0% | 26,231 | +207.5% | 0.00% | +200.0% |
Q2 2020 | $439,000 | +295.5% | 8,531 | +287.1% | 0.00% | – |
Q1 2020 | $111,000 | 0.0% | 2,204 | 0.0% | 0.00% | – |
Q4 2019 | $111,000 | +4.7% | 2,204 | +4.8% | 0.00% | – |
Q3 2019 | $106,000 | +29.3% | 2,103 | +28.8% | 0.00% | – |
Q2 2019 | $82,000 | -34.9% | 1,633 | -35.0% | 0.00% | – |
Q1 2019 | $126,000 | -66.0% | 2,513 | -66.7% | 0.00% | -100.0% |
Q4 2018 | $371,000 | -15.5% | 7,556 | -15.7% | 0.00% | 0.0% |
Q3 2018 | $439,000 | -2.9% | 8,960 | -2.8% | 0.00% | 0.0% |
Q2 2018 | $452,000 | +6.4% | 9,221 | +7.1% | 0.00% | 0.0% |
Q1 2018 | $425,000 | +31.2% | 8,610 | +32.1% | 0.00% | 0.0% |
Q4 2017 | $324,000 | +2.5% | 6,517 | +3.6% | 0.00% | 0.0% |
Q3 2017 | $316,000 | +17.0% | 6,289 | +17.1% | 0.00% | 0.0% |
Q2 2017 | $270,000 | +7.6% | 5,372 | +7.4% | 0.00% | 0.0% |
Q1 2017 | $251,000 | +5.5% | 5,001 | +5.1% | 0.00% | 0.0% |
Q4 2016 | $238,000 | +33.7% | 4,759 | +35.1% | 0.00% | 0.0% |
Q3 2016 | $178,000 | +7.2% | 3,523 | +115.6% | 0.00% | 0.0% |
Q2 2016 | $166,000 | +133.8% | 1,634 | +130.1% | 0.00% | – |
Q1 2016 | $71,000 | +144.8% | 710 | +146.5% | 0.00% | – |
Q4 2015 | $29,000 | – | 288 | – | 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% |