ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $280,000 | -4.1% | 5,783 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $292,000 | -1.0% | 5,781 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $295,000 | -0.3% | 5,777 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $296,000 | +24.9% | 5,770 | +24.9% | 0.01% | 0.0% |
| Q1 2021 | $237,000 | -0.4% | 4,618 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $238,000 | 0.0% | 4,617 | +0.1% | 0.01% | -14.3% |
| Q3 2020 | $238,000 | +0.4% | 4,613 | +0.0% | 0.01% | -12.5% |
| Q2 2020 | $237,000 | +2.2% | 4,611 | +0.1% | 0.01% | -11.1% |
| Q1 2020 | $232,000 | +13.2% | 4,607 | +12.1% | 0.01% | +50.0% |
| Q4 2017 | $205,000 | -95.1% | 4,109 | -95.1% | 0.01% | -96.6% |
| Q3 2017 | $4,205,000 | +5.6% | 83,647 | +5.6% | 0.18% | -5.3% |
| Q2 2017 | $3,982,000 | +3.2% | 79,235 | +2.9% | 0.19% | -6.0% |
| Q1 2017 | $3,859,000 | – | 76,989 | – | 0.20% | – |
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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% |