ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 251 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $842,000 | -5.7% | 16,703 | -4.5% | 0.14% | -17.1% |
| Q3 2021 | $893,000 | +26.0% | 17,493 | +26.5% | 0.18% | +24.1% |
| Q2 2021 | $709,000 | -0.1% | 13,830 | -0.0% | 0.14% | -7.2% |
| Q1 2021 | $710,000 | -34.6% | 13,834 | -34.2% | 0.15% | -39.9% |
| Q4 2020 | $1,085,000 | +1.8% | 21,009 | +1.6% | 0.25% | -14.2% |
| Q3 2020 | $1,066,000 | +7.5% | 20,688 | +7.4% | 0.30% | -1.0% |
| Q2 2020 | $992,000 | -17.9% | 19,265 | -19.5% | 0.30% | -28.2% |
| Q1 2020 | $1,208,000 | +3.7% | 23,918 | +3.5% | 0.42% | +49.3% |
| Q4 2019 | $1,165,000 | +209.0% | 23,116 | +209.5% | 0.28% | +198.9% |
| Q3 2019 | $377,000 | – | 7,470 | – | 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% |