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 | $6,102 | -10.4% | 131,561 | -9.9% | 0.03% | -10.5% |
| Q2 2023 | $6,809 | +2.3% | 145,994 | +3.4% | 0.04% | -19.1% |
| Q1 2023 | $6,656 | -9.2% | 141,141 | -10.6% | 0.05% | -2.1% |
| Q4 2022 | $7,330 | -99.9% | 157,840 | +2.1% | 0.05% | -11.1% |
| Q3 2022 | $7,127,000 | -4.9% | 154,606 | -2.3% | 0.05% | -5.3% |
| Q2 2022 | $7,498,000 | -49.3% | 158,192 | -48.2% | 0.06% | -45.2% |
| Q1 2022 | $14,802,000 | +0.3% | 305,451 | +4.4% | 0.10% | -1.9% |
| Q4 2021 | $14,761,000 | -2.1% | 292,694 | -0.8% | 0.11% | -11.7% |
| Q3 2021 | $15,072,000 | -25.4% | 295,125 | -25.0% | 0.12% | -29.4% |
| Q2 2021 | $20,193,000 | +7.4% | 393,701 | +7.4% | 0.17% | -5.6% |
| Q1 2021 | $18,810,000 | +9.4% | 366,736 | +10.2% | 0.18% | -2.2% |
| Q4 2020 | $17,188,000 | +54.0% | 332,836 | +53.8% | 0.18% | +31.4% |
| Q3 2020 | $11,159,000 | -7.3% | 216,474 | -7.5% | 0.14% | -13.0% |
| Q2 2020 | $12,040,000 | +13.6% | 233,918 | +11.5% | 0.16% | -11.5% |
| Q1 2020 | $10,595,000 | -3.0% | 209,798 | -3.2% | 0.18% | +16.7% |
| Q4 2019 | $10,921,000 | +0.4% | 216,687 | +0.5% | 0.16% | -10.9% |
| Q3 2019 | $10,881,000 | +11.8% | 215,515 | +11.7% | 0.18% | +25.0% |
| Q2 2019 | $9,731,000 | +12.7% | 192,955 | +11.5% | 0.14% | +4.5% |
| Q1 2019 | $8,631,000 | +39.6% | 173,100 | +37.4% | 0.13% | +20.7% |
| Q4 2018 | $6,181,000 | -24.6% | 125,986 | -24.7% | 0.11% | -19.6% |
| Q3 2018 | $8,194,000 | +109.7% | 167,227 | +110.0% | 0.14% | +62.4% |
| Q2 2018 | $3,908,000 | +476.4% | 79,634 | +480.0% | 0.08% | +507.1% |
| Q1 2018 | $678,000 | -90.6% | 13,729 | -90.5% | 0.01% | -89.8% |
| Q4 2017 | $7,214,000 | +39.8% | 144,771 | +41.1% | 0.14% | +28.0% |
| Q3 2017 | $5,159,000 | +48.0% | 102,627 | +48.0% | 0.11% | +59.7% |
| Q2 2017 | $3,486,000 | – | 69,351 | – | 0.07% | – |
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% |