ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $241,619 | -56.9% | 5,203 | -57.2% | 0.13% | -58.8% |
| Q3 2022 | $561,000 | +8.1% | 12,163 | +11.1% | 0.31% | +18.9% |
| Q2 2022 | $519,000 | -5.3% | 10,949 | -3.1% | 0.26% | +14.6% |
| Q1 2022 | $548,000 | -14.1% | 11,298 | -10.6% | 0.23% | -19.9% |
| Q4 2021 | $638,000 | -35.7% | 12,643 | -34.9% | 0.28% | -47.1% |
| Q3 2021 | $992,000 | +10.1% | 19,418 | +10.5% | 0.53% | +9.4% |
| Q2 2021 | $901,000 | +0.4% | 17,570 | +0.4% | 0.49% | -20.7% |
| Q1 2021 | $897,000 | -0.4% | 17,497 | +0.3% | 0.61% | -21.7% |
| Q4 2020 | $901,000 | – | 17,444 | – | 0.78% | – |
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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% |