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 | $2,427 | +2.8% | 52,323 | +3.3% | 0.01% | 0.0% |
| Q2 2023 | $2,362 | +3.5% | 50,640 | +4.6% | 0.01% | -12.5% |
| Q1 2023 | $2,283 | +10.2% | 48,423 | +8.6% | 0.01% | 0.0% |
| Q4 2022 | $2,071 | -99.9% | 44,603 | +38.8% | 0.01% | +33.3% |
| Q3 2022 | $1,481,000 | -14.2% | 32,136 | -11.7% | 0.01% | -25.0% |
| Q2 2022 | $1,726,000 | -11.1% | 36,414 | -9.1% | 0.01% | +14.3% |
| Q1 2022 | $1,941,000 | +14.4% | 40,051 | +19.1% | 0.01% | +16.7% |
| Q4 2021 | $1,696,000 | +12.8% | 33,629 | +14.2% | 0.01% | 0.0% |
| Q3 2021 | $1,504,000 | -9.8% | 29,451 | -9.4% | 0.01% | -25.0% |
| Q2 2021 | $1,667,000 | -20.2% | 32,510 | -20.2% | 0.01% | -27.3% |
| Q1 2021 | $2,089,000 | +3.9% | 40,739 | +4.6% | 0.01% | -8.3% |
| Q4 2020 | $2,011,000 | +8.5% | 38,951 | +8.4% | 0.01% | 0.0% |
| Q3 2020 | $1,853,000 | +58.8% | 35,948 | +58.5% | 0.01% | +50.0% |
| Q2 2020 | $1,167,000 | +7.6% | 22,680 | +5.5% | 0.01% | -11.1% |
| Q1 2020 | $1,085,000 | -4.1% | 21,493 | -4.2% | 0.01% | +12.5% |
| Q4 2019 | $1,131,000 | +2.7% | 22,439 | +2.9% | 0.01% | -11.1% |
| Q3 2019 | $1,101,000 | -0.5% | 21,815 | -0.5% | 0.01% | 0.0% |
| Q2 2019 | $1,106,000 | +2.4% | 21,925 | +1.2% | 0.01% | 0.0% |
| Q1 2019 | $1,080,000 | -26.3% | 21,662 | -27.5% | 0.01% | +28.6% |
| Q4 2018 | $1,466,000 | +145.2% | 29,876 | +144.9% | 0.01% | +40.0% |
| Q3 2018 | $598,000 | – | 12,199 | – | 0.01% | – |
Download | ||||||
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% |