ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 6.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,239,122 | +142035.7% | 110,600 | +42.3% | 0.01% | +50.0% |
| Q1 2024 | $3,686 | +1339.8% | 77,700 | +1306.8% | 0.01% | – |
| Q3 2023 | $256 | -100.0% | 5,523 | -80.9% | 0.00% | -100.0% |
| Q4 2021 | $1,460,000 | -71.5% | 28,954 | -71.0% | 0.00% | -66.7% |
| Q2 2021 | $5,114,000 | -1.4% | 99,700 | -1.4% | 0.01% | 0.0% |
| Q1 2021 | $5,186,000 | -55.6% | 101,108 | -55.3% | 0.01% | -53.8% |
| Q4 2020 | $11,689,000 | +200.3% | 226,364 | +199.7% | 0.01% | +225.0% |
| Q3 2020 | $3,893,000 | -43.1% | 75,526 | -43.2% | 0.00% | -33.3% |
| Q2 2020 | $6,846,000 | +90.7% | 133,000 | +87.1% | 0.01% | +100.0% |
| Q1 2020 | $3,590,000 | -39.8% | 71,091 | -40.0% | 0.00% | -40.0% |
| Q4 2019 | $5,967,000 | +74.6% | 118,400 | +74.9% | 0.01% | +66.7% |
| Q3 2019 | $3,418,000 | -0.1% | 67,700 | -0.2% | 0.00% | 0.0% |
| Q2 2019 | $3,422,000 | +32.2% | 67,858 | +30.7% | 0.00% | +50.0% |
| Q1 2019 | $2,588,000 | – | 51,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newman & Schimel, LLC | 848,413 | $40,215,000 | 19.34% |
| MARYLAND CAPITAL ADVISORS INC. | 370,527 | $17,563,000 | 18.53% |
| Campbell Wealth Management | 2,280,073 | $108,075,000 | 15.14% |
| Old North State Trust, LLC | 325 | $15,414,000 | 14.09% |
| Klaas Financial Asset Advisors, LLC | 1,176,754 | $55,778,000 | 13.83% |
| Opal Wealth Advisors, LLC | 420,466 | $19,930,000 | 13.18% |
| Prosperity Planning, Inc. | 513,160 | $25,213,000 | 12.88% |
| Buttonwood Financial Advisors Inc. | 265,115 | $12,566,000 | 11.34% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |