ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,776,332 | -9.0% | 38,301 | -8.5% | 0.32% | -6.0% |
| Q2 2023 | $1,952,050 | -6.4% | 41,864 | -5.3% | 0.34% | -10.4% |
| Q1 2023 | $2,084,439 | +30.4% | 44,210 | +28.4% | 0.38% | +25.4% |
| Q4 2022 | $1,598,869 | -10.9% | 34,437 | -11.5% | 0.30% | -16.0% |
| Q3 2022 | $1,794,000 | -19.9% | 38,915 | -17.7% | 0.36% | -15.6% |
| Q2 2022 | $2,241,000 | -19.5% | 47,286 | -17.7% | 0.42% | -6.4% |
| Q1 2022 | $2,784,000 | -2.4% | 57,448 | -0.5% | 0.45% | -5.3% |
| Q4 2021 | $2,853,000 | +2.7% | 57,736 | +6.1% | 0.48% | +0.2% |
| Q3 2021 | $2,779,000 | +20.9% | 54,422 | +21.5% | 0.48% | +17.6% |
| Q2 2021 | $2,298,000 | +714.9% | 44,805 | +716.1% | 0.40% | +648.1% |
| Q1 2021 | $282,000 | – | 5,490 | – | 0.05% | – |
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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% |