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 | $256,945 | -0.6% | 5,540 | 0.0% | 0.10% | +5.3% |
| Q2 2023 | $258,386 | -18.7% | 5,540 | -17.8% | 0.10% | -21.5% |
| Q1 2023 | $317,825 | -19.7% | 6,740 | -20.9% | 0.12% | -21.9% |
| Q4 2022 | $395,685 | -0.3% | 8,520 | -1.2% | 0.16% | -7.7% |
| Q3 2022 | $397,000 | -2.9% | 8,620 | 0.0% | 0.17% | +3.7% |
| Q2 2022 | $409,000 | -2.2% | 8,620 | -2.3% | 0.16% | +14.1% |
| Q1 2022 | $418,000 | -3.7% | 8,819 | +2.4% | 0.14% | +0.7% |
| Q4 2021 | $434,000 | -1.1% | 8,614 | +0.1% | 0.14% | -5.4% |
| Q3 2021 | $439,000 | – | 8,605 | – | 0.15% | – |
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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% |