ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $60,649,257 | -10.0% | 1,307,659 | -9.5% | 0.01% | -14.3% |
Q2 2023 | $67,356,801 | +10.4% | 1,444,185 | +11.7% | 0.01% | 0.0% |
Q1 2023 | $60,985,137 | -36.3% | 1,293,291 | -37.2% | 0.01% | -36.4% |
Q4 2022 | $95,689,574 | +8.1% | 2,060,499 | +7.3% | 0.01% | -8.3% |
Q3 2022 | $88,526,000 | -20.9% | 1,920,310 | -18.6% | 0.01% | -20.0% |
Q2 2022 | $111,876,000 | -12.9% | 2,360,247 | -11.0% | 0.02% | -11.8% |
Q1 2022 | $128,477,000 | -5.3% | 2,651,201 | -1.4% | 0.02% | 0.0% |
Q4 2021 | $135,665,000 | +20.2% | 2,690,161 | +21.7% | 0.02% | +13.3% |
Q3 2021 | $112,885,000 | +16.2% | 2,210,406 | +16.7% | 0.02% | +15.4% |
Q2 2021 | $97,143,000 | +1.9% | 1,893,996 | +1.9% | 0.01% | -7.1% |
Q1 2021 | $95,322,000 | +19.2% | 1,858,494 | +20.0% | 0.01% | +16.7% |
Q4 2020 | $79,970,000 | +8.5% | 1,548,617 | +8.3% | 0.01% | -14.3% |
Q3 2020 | $73,715,000 | -0.2% | 1,429,976 | -0.4% | 0.01% | -12.5% |
Q2 2020 | $73,861,000 | -17.0% | 1,435,027 | -18.5% | 0.02% | -33.3% |
Q1 2020 | $88,938,000 | -1.3% | 1,761,164 | -1.5% | 0.02% | +14.3% |
Q4 2019 | $90,134,000 | +9.7% | 1,788,372 | +9.9% | 0.02% | -4.5% |
Q3 2019 | $82,148,000 | +5.6% | 1,627,025 | +5.5% | 0.02% | +4.8% |
Q2 2019 | $77,798,000 | +4.6% | 1,542,698 | +3.4% | 0.02% | 0.0% |
Q1 2019 | $74,370,000 | -1.2% | 1,491,555 | -2.8% | 0.02% | -8.7% |
Q4 2018 | $75,252,000 | +13.6% | 1,533,874 | +13.5% | 0.02% | +35.3% |
Q3 2018 | $66,221,000 | +25.2% | 1,351,422 | +25.4% | 0.02% | +21.4% |
Q2 2018 | $52,902,000 | +33.5% | 1,077,884 | +34.2% | 0.01% | +27.3% |
Q1 2018 | $39,630,000 | -1.1% | 803,028 | -0.1% | 0.01% | 0.0% |
Q4 2017 | $40,059,000 | +1.8% | 803,903 | +2.7% | 0.01% | -8.3% |
Q3 2017 | $39,355,000 | -1.2% | 782,875 | -1.2% | 0.01% | 0.0% |
Q2 2017 | $39,818,000 | -69.7% | 792,240 | -69.8% | 0.01% | -40.0% |
Q1 2017 | $131,334,000 | +103.1% | 2,620,376 | +102.6% | 0.02% | +81.8% |
Q4 2016 | $64,666,000 | +320.2% | 1,293,332 | +325.7% | 0.01% | +120.0% |
Q3 2016 | $15,389,000 | +45.4% | 303,831 | +191.5% | 0.01% | +25.0% |
Q2 2016 | $10,586,000 | +23.8% | 104,227 | +22.6% | 0.00% | +33.3% |
Q1 2016 | $8,551,000 | +76.1% | 84,984 | +73.7% | 0.00% | +50.0% |
Q4 2015 | $4,856,000 | +71.2% | 48,915 | +73.0% | 0.00% | +100.0% |
Q3 2015 | $2,837,000 | -5.7% | 28,278 | -5.6% | 0.00% | 0.0% |
Q2 2015 | $3,008,000 | -28.8% | 29,970 | -28.5% | 0.00% | -50.0% |
Q1 2015 | $4,227,000 | -2.6% | 41,888 | -3.3% | 0.00% | 0.0% |
Q4 2014 | $4,340,000 | +14.6% | 43,312 | +14.5% | 0.00% | +100.0% |
Q3 2014 | $3,786,000 | +180.9% | 37,822 | +182.0% | 0.00% | 0.0% |
Q2 2014 | $1,348,000 | +54.9% | 13,414 | +54.7% | 0.00% | – |
Q1 2014 | $870,000 | +82.0% | 8,673 | +81.7% | 0.00% | – |
Q4 2013 | $478,000 | -13.2% | 4,773 | -13.4% | 0.00% | – |
Q3 2013 | $551,000 | -38.6% | 5,511 | -38.9% | 0.00% | – |
Q2 2013 | $898,000 | – | 9,019 | – | 0.00% | – |
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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% |