ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $483,575 | -52.6% | 10,255 | -53.3% | 0.06% | -55.2% |
| Q4 2022 | $1,020,287 | +11.0% | 21,970 | +10.2% | 0.14% | -4.0% |
| Q3 2022 | $919,000 | -14.0% | 19,935 | -11.6% | 0.15% | -10.8% |
| Q2 2022 | $1,069,000 | +12.1% | 22,545 | +14.5% | 0.17% | +24.6% |
| Q1 2022 | $954,000 | -7.8% | 19,695 | -4.0% | 0.13% | -8.8% |
| Q4 2021 | $1,035,000 | -13.5% | 20,520 | -12.4% | 0.15% | -21.0% |
| Q3 2021 | $1,196,000 | +23.2% | 23,425 | +23.7% | 0.19% | +22.4% |
| Q2 2021 | $971,000 | +45.1% | 18,930 | +45.2% | 0.15% | +39.4% |
| Q1 2021 | $669,000 | – | 13,035 | – | 0.11% | – |
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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% |