ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 95 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,180 | -0.6% | 931 | 0.0% | 0.00% | – |
Q2 2023 | $43,422 | -1.1% | 931 | 0.0% | 0.00% | – |
Q1 2023 | $43,901 | -23.1% | 931 | -24.2% | 0.00% | – |
Q4 2022 | $57,075 | +14.2% | 1,229 | +13.0% | 0.00% | – |
Q3 2022 | $50,000 | +47.1% | 1,088 | +52.8% | 0.00% | – |
Q2 2022 | $34,000 | +25.9% | 712 | +29.7% | 0.00% | – |
Q1 2022 | $27,000 | +80.0% | 549 | +85.5% | 0.00% | – |
Q4 2021 | $15,000 | -34.8% | 296 | -33.3% | 0.00% | – |
Q3 2021 | $23,000 | -96.9% | 444 | -96.9% | 0.00% | – |
Q2 2021 | $737,000 | -6.4% | 14,373 | -6.3% | 0.00% | -100.0% |
Q1 2021 | $787,000 | -4.4% | 15,346 | -3.7% | 0.00% | – |
Q4 2020 | $823,000 | -30.9% | 15,936 | -31.0% | 0.00% | -100.0% |
Q3 2020 | $1,191,000 | -34.1% | 23,096 | -34.3% | 0.00% | 0.0% |
Q2 2020 | $1,808,000 | -0.2% | 35,133 | -2.1% | 0.00% | -50.0% |
Q1 2020 | $1,812,000 | +0.2% | 35,875 | +0.0% | 0.00% | +100.0% |
Q4 2019 | $1,808,000 | +5.1% | 35,863 | +5.2% | 0.00% | 0.0% |
Q3 2019 | $1,721,000 | -2.9% | 34,093 | -3.0% | 0.00% | 0.0% |
Q2 2019 | $1,773,000 | +11.0% | 35,154 | +9.8% | 0.00% | -50.0% |
Q1 2019 | $1,597,000 | +1947.4% | 32,024 | +1917.9% | 0.00% | – |
Q4 2018 | $78,000 | +66.0% | 1,587 | +65.0% | 0.00% | – |
Q3 2018 | $47,000 | -2.1% | 962 | -1.8% | 0.00% | – |
Q2 2018 | $48,000 | -40.0% | 980 | -39.6% | 0.00% | – |
Q1 2018 | $80,000 | -75.2% | 1,623 | -74.9% | 0.00% | – |
Q4 2017 | $322,000 | +4.2% | 6,454 | +4.9% | 0.00% | – |
Q3 2017 | $309,000 | 0.0% | 6,154 | 0.0% | 0.00% | – |
Q2 2017 | $309,000 | -17.4% | 6,154 | -17.5% | 0.00% | – |
Q1 2017 | $374,000 | +0.3% | 7,455 | +0.0% | 0.00% | – |
Q4 2016 | $373,000 | -3.9% | 7,454 | -2.6% | 0.00% | – |
Q3 2016 | $388,000 | +11.5% | 7,654 | +123.3% | 0.00% | – |
Q2 2016 | $348,000 | +0.9% | 3,427 | 0.0% | 0.00% | – |
Q1 2016 | $345,000 | +1.5% | 3,427 | 0.0% | 0.00% | – |
Q4 2015 | $340,000 | +16.4% | 3,427 | +17.9% | 0.00% | – |
Q3 2015 | $292,000 | +38.4% | 2,907 | +38.4% | 0.00% | – |
Q2 2015 | $211,000 | – | 2,100 | – | 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% |