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 | $25,138 | +34.7% | 542 | +35.5% | 0.00% | +50.0% |
Q2 2023 | $18,656 | -1.1% | 400 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $18,862 | -32.1% | 400 | -33.1% | 0.00% | -50.0% |
Q4 2022 | $27,771 | -0.8% | 598 | 0.0% | 0.00% | -20.0% |
Q3 2022 | $28,000 | 0.0% | 598 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $28,000 | -99.7% | 598 | -99.7% | 0.01% | -99.7% |
Q1 2022 | $10,541,000 | -0.1% | 217,527 | +4.0% | 1.60% | +0.9% |
Q4 2021 | $10,550,000 | +4.6% | 209,193 | +6.0% | 1.59% | -4.7% |
Q3 2021 | $10,083,000 | +9.0% | 197,426 | +9.4% | 1.67% | +3.9% |
Q2 2021 | $9,254,000 | +26.8% | 180,420 | +26.8% | 1.60% | +12.5% |
Q1 2021 | $7,299,000 | +19.9% | 142,306 | +20.7% | 1.43% | +9.7% |
Q4 2020 | $6,090,000 | +28.3% | 117,927 | +28.1% | 1.30% | +11.0% |
Q3 2020 | $4,747,000 | +1664.7% | 92,080 | +1663.0% | 1.17% | +1346.9% |
Q2 2020 | $269,000 | – | 5,223 | +522200.0% | 0.08% | – |
Q2 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2017 | $0 | – | 1 | – | 0.00% | – |
Download |
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% |