ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,678 | -1.4% | 4,993 | 0.0% | 0.05% | +6.5% |
| Q2 2023 | $233,023 | -1.1% | 4,993 | 0.0% | 0.05% | -6.1% |
| Q1 2023 | $235,520 | -17.0% | 4,993 | -18.3% | 0.05% | -23.4% |
| Q4 2022 | $283,888 | -6.0% | 6,113 | -7.3% | 0.06% | -12.3% |
| Q3 2022 | $302,000 | +43.8% | 6,597 | +48.8% | 0.07% | +58.7% |
| Q2 2022 | $210,000 | -85.1% | 4,432 | -85.0% | 0.05% | -85.4% |
| Q1 2022 | $1,414,000 | +86.5% | 29,505 | +94.2% | 0.31% | +107.9% |
| Q4 2021 | $758,000 | -14.7% | 15,190 | -13.3% | 0.15% | -13.7% |
| Q3 2021 | $889,000 | -19.3% | 17,517 | -18.3% | 0.18% | -20.5% |
| Q2 2021 | $1,101,000 | +1.7% | 21,448 | +1.7% | 0.22% | -2.7% |
| Q1 2021 | $1,083,000 | -19.7% | 21,092 | -19.2% | 0.23% | -25.7% |
| Q4 2020 | $1,348,000 | -2.6% | 26,099 | -2.9% | 0.30% | -9.8% |
| Q3 2020 | $1,384,000 | – | 26,881 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newman & Schimel, LLC | 814,669 | $37,833,245 | 17.09% |
| MARYLAND CAPITAL ADVISORS INC. | 332,590 | $15,445,480 | 14.42% |
| Prosperity Planning, Inc. | 529,320 | $26,451,010 | 13.07% |
| Buttonwood Financial Advisors Inc. | 277,755 | $12,898,957 | 10.86% |
| Opal Wealth Advisors, LLC | 394,644 | $18,327,267 | 10.11% |
| Old North State Trust, LLC | 327,216 | $15,196 | 9.99% |
| Courage Miller Partners, LLC | 445,031 | $20,667,253 | 9.52% |
| Boyd Wealth Management, LLC | 243,763 | $11,320,354 | 8.31% |
| CAPITAL INSIGHT PARTNERS, LLC | 622,310 | $28,900,076 | 7.49% |
| Onyx Bridge Wealth Group LLC | 369,850 | $17,323,788 | 7.05% |