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 | $346 | -26.4% | 7,458 | -26.0% | 0.06% | -24.1% |
| Q2 2023 | $470 | -21.5% | 10,073 | -20.7% | 0.08% | -24.8% |
| Q1 2023 | $599 | -10.9% | 12,709 | -11.3% | 0.10% | -13.2% |
| Q4 2022 | $672 | -99.9% | 14,322 | -10.4% | 0.12% | -20.9% |
| Q3 2022 | $733,000 | -22.3% | 15,985 | -19.7% | 0.15% | -23.1% |
| Q2 2022 | $943,000 | -9.1% | 19,905 | -7.0% | 0.20% | 0.0% |
| Q1 2022 | $1,037,000 | -10.4% | 21,397 | -6.7% | 0.20% | -6.6% |
| Q4 2021 | $1,157,000 | -21.9% | 22,943 | -20.9% | 0.21% | -20.5% |
| Q3 2021 | $1,482,000 | -1.4% | 29,017 | -1.0% | 0.27% | -2.2% |
| Q2 2021 | $1,503,000 | -14.7% | 29,309 | -14.7% | 0.27% | -20.3% |
| Q1 2021 | $1,761,000 | -13.7% | 34,340 | -13.1% | 0.34% | -19.6% |
| Q4 2020 | $2,040,000 | -13.7% | 39,504 | -13.8% | 0.43% | -20.9% |
| Q3 2020 | $2,364,000 | -10.1% | 45,853 | -10.3% | 0.54% | -10.7% |
| Q2 2020 | $2,630,000 | +1.8% | 51,107 | -0.1% | 0.61% | -15.1% |
| Q1 2020 | $2,583,000 | +5.1% | 51,143 | +4.9% | 0.71% | +16.1% |
| Q4 2019 | $2,458,000 | +62.6% | 48,776 | +62.8% | 0.62% | +48.2% |
| Q3 2019 | $1,512,000 | +350.0% | 29,955 | +349.3% | 0.42% | +351.1% |
| Q2 2019 | $336,000 | – | 6,667 | – | 0.09% | – |
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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% |