ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,929 | -2.7% | 41,588 | -2.2% | 0.01% | -12.5% |
| Q2 2023 | $1,983 | +4.5% | 42,518 | +5.7% | 0.01% | -11.1% |
| Q1 2023 | $1,898 | -13.5% | 40,242 | -14.9% | 0.01% | -18.2% |
| Q4 2022 | $2,195 | -99.9% | 47,267 | +0.6% | 0.01% | -15.4% |
| Q3 2022 | $2,166,000 | -17.9% | 46,978 | -15.6% | 0.01% | -18.8% |
| Q2 2022 | $2,638,000 | -19.9% | 55,654 | -18.2% | 0.02% | -15.8% |
| Q1 2022 | $3,295,000 | +39.7% | 68,002 | +45.4% | 0.02% | +26.7% |
| Q4 2021 | $2,358,000 | +2.6% | 46,763 | +3.9% | 0.02% | -6.2% |
| Q3 2021 | $2,299,000 | +7.2% | 45,014 | +7.7% | 0.02% | 0.0% |
| Q2 2021 | $2,144,000 | +6.2% | 41,800 | +6.2% | 0.02% | -11.1% |
| Q1 2021 | $2,018,000 | +9.0% | 39,354 | +9.8% | 0.02% | -21.7% |
| Q4 2020 | $1,851,000 | +9.0% | 35,847 | +8.8% | 0.02% | -11.5% |
| Q3 2020 | $1,698,000 | – | 32,943 | – | 0.03% | – |
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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% |