ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,906,124 | -0.6% | 84,220 | -0.1% | 2.97% | +3.3% |
| Q2 2023 | $3,931,006 | -0.3% | 84,284 | +0.8% | 2.88% | -3.9% |
| Q1 2023 | $3,944,563 | +2.2% | 83,651 | +0.6% | 2.99% | -1.8% |
| Q4 2022 | $3,860,325 | +1.7% | 83,125 | +1.0% | 3.05% | -3.2% |
| Q3 2022 | $3,795,000 | -2.4% | 82,320 | +0.3% | 3.15% | +2.3% |
| Q2 2022 | $3,890,000 | -1.8% | 82,070 | +0.4% | 3.08% | +18.6% |
| Q1 2022 | $3,960,000 | -3.2% | 81,720 | +0.8% | 2.59% | +3.3% |
| Q4 2021 | $4,089,000 | -0.7% | 81,080 | +0.5% | 2.51% | -8.1% |
| Q3 2021 | $4,118,000 | +8.3% | 80,640 | +8.7% | 2.73% | +9.7% |
| Q2 2021 | $3,803,000 | +37930.0% | 74,155 | +35211.9% | 2.49% | +27588.9% |
| Q2 2018 | $10,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $10,000 | -67.7% | 210 | -66.7% | 0.01% | -66.7% |
| Q4 2017 | $31,000 | – | 630 | – | 0.03% | – |
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% |