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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,779,731 | -87.6% | 38,373 | -87.5% | 0.09% | -87.4% |
| Q2 2023 | $14,300,633 | +1.7% | 306,617 | +2.9% | 0.71% | -7.6% |
| Q1 2023 | $14,054,956 | +21.0% | 298,059 | +19.2% | 0.77% | +8.2% |
| Q4 2022 | $11,613,614 | -12.8% | 250,078 | -11.0% | 0.71% | -21.1% |
| Q3 2022 | $13,316,000 | 0.0% | 280,922 | 0.0% | 0.90% | 0.0% |
| Q2 2022 | $13,316,000 | +18.5% | 280,922 | +26.0% | 0.90% | +34.4% |
| Q4 2021 | $11,241,000 | -9.5% | 222,896 | -8.4% | 0.67% | +68.5% |
| Q3 2021 | $12,422,000 | +7.9% | 243,225 | +8.3% | 0.40% | +8.2% |
| Q2 2021 | $11,514,000 | +961.2% | 224,486 | +961.4% | 0.37% | +841.0% |
| Q1 2021 | $1,085,000 | – | 21,150 | – | 0.04% | – |
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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% |