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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,972 | -0.6% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $438,416 | -1.1% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $443,257 | +1.5% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $436,536 | +0.8% | 9,400 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $433,000 | -2.9% | 9,400 | 0.0% | 0.01% | +12.5% |
| Q2 2022 | $446,000 | -2.2% | 9,400 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $456,000 | -3.8% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $474,000 | -1.2% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $480,000 | -0.4% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $482,000 | 0.0% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $482,000 | -0.6% | 9,400 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $485,000 | 0.0% | 9,400 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $485,000 | +0.2% | 9,400 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $484,000 | +1.9% | 9,400 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $475,000 | – | 9,400 | – | 0.01% | – |
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% |