ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $614,542 | -2.0% | 13,250 | -1.4% | 0.00% | 0.0% |
| Q2 2023 | $626,815 | -56.4% | 13,439 | -56.0% | 0.00% | -50.0% |
| Q1 2023 | $1,438,733 | -82.7% | 30,511 | -83.0% | 0.00% | -86.7% |
| Q4 2022 | $8,322,300 | +7.1% | 179,205 | +6.3% | 0.02% | 0.0% |
| Q3 2022 | $7,774,000 | -3.5% | 168,653 | -0.8% | 0.02% | 0.0% |
| Q2 2022 | $8,054,000 | -2.2% | 169,931 | -0.0% | 0.02% | +15.4% |
| Q1 2022 | $8,237,000 | -0.8% | 169,980 | +3.2% | 0.01% | 0.0% |
| Q4 2021 | $8,306,000 | -0.9% | 164,714 | +0.3% | 0.01% | -7.1% |
| Q3 2021 | $8,385,000 | +32.2% | 164,177 | +32.8% | 0.01% | +40.0% |
| Q2 2021 | $6,343,000 | +66.7% | 123,659 | +66.7% | 0.01% | +42.9% |
| Q1 2021 | $3,805,000 | +12.1% | 74,191 | +12.9% | 0.01% | +16.7% |
| Q4 2020 | $3,395,000 | +7.3% | 65,738 | +7.1% | 0.01% | -14.3% |
| Q3 2020 | $3,164,000 | +17.3% | 61,387 | +17.1% | 0.01% | +16.7% |
| Q2 2020 | $2,697,000 | +15.6% | 52,409 | +13.5% | 0.01% | 0.0% |
| Q1 2020 | $2,333,000 | +17.8% | 46,189 | +17.6% | 0.01% | +50.0% |
| Q4 2019 | $1,980,000 | – | 39,282 | – | 0.00% | – |
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% |