ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310 | -43.1% | 6,683 | -42.8% | 0.02% | -42.3% |
| Q2 2023 | $545 | -3.2% | 11,683 | -2.2% | 0.03% | -10.3% |
| Q1 2023 | $563 | -0.5% | 11,940 | -2.0% | 0.03% | -6.5% |
| Q4 2022 | $566 | -99.9% | 12,180 | -1.0% | 0.03% | -3.1% |
| Q3 2022 | $567,000 | -11.4% | 12,300 | -8.9% | 0.03% | -3.0% |
| Q2 2022 | $640,000 | -10.9% | 13,500 | -8.8% | 0.03% | +3.1% |
| Q1 2022 | $718,000 | -17.3% | 14,810 | -14.0% | 0.03% | -17.9% |
| Q4 2021 | $868,000 | -32.0% | 17,220 | -31.1% | 0.04% | -32.8% |
| Q3 2021 | $1,276,000 | +60.1% | 24,980 | +60.8% | 0.06% | +65.7% |
| Q2 2021 | $797,000 | 0.0% | 15,530 | 0.0% | 0.04% | -5.4% |
| Q1 2021 | $797,000 | +225.3% | 15,530 | +227.3% | 0.04% | +208.3% |
| Q4 2020 | $245,000 | – | 4,745 | – | 0.01% | – |
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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% |