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 | $182,569,408 | +69.8% | 3,936,382 | +70.8% | 0.05% | +67.7% |
Q2 2023 | $107,490,524 | -3.1% | 2,304,810 | -2.0% | 0.03% | -8.8% |
Q1 2023 | $110,890,999 | -0.1% | 2,351,626 | -1.6% | 0.03% | -5.6% |
Q4 2022 | $110,974,556 | -2.2% | 2,389,633 | -2.9% | 0.04% | -12.2% |
Q3 2022 | $113,482,000 | -32.0% | 2,461,646 | -30.1% | 0.04% | -29.3% |
Q2 2022 | $166,809,000 | -2.4% | 3,519,182 | -0.2% | 0.06% | +13.7% |
Q1 2022 | $170,891,000 | -5.2% | 3,526,450 | -1.3% | 0.05% | -3.8% |
Q4 2021 | $180,261,000 | -0.5% | 3,574,501 | +0.7% | 0.05% | -10.2% |
Q3 2021 | $181,207,000 | +205.1% | 3,548,215 | +208.5% | 0.06% | +145.8% |
Q4 2020 | $59,397,000 | -7.0% | 1,150,225 | -7.2% | 0.02% | -17.2% |
Q3 2020 | $63,875,000 | -60.5% | 1,239,092 | -60.6% | 0.03% | -63.3% |
Q2 2020 | $161,870,000 | -4.4% | 3,144,944 | -6.2% | 0.08% | -20.2% |
Q1 2020 | $169,327,000 | – | 3,353,017 | – | 0.10% | – |
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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% |