ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $284,985 | -17.8% | 6,110 | -16.9% | 0.00% | -25.0% |
| Q1 2023 | $346,520 | -2.0% | 7,349 | -3.5% | 0.00% | -20.0% |
| Q4 2022 | $353,665 | -5.9% | 7,616 | -6.7% | 0.01% | -16.7% |
| Q3 2022 | $376,000 | +12.6% | 8,160 | +15.6% | 0.01% | +20.0% |
| Q2 2022 | $334,000 | -5.6% | 7,056 | -4.0% | 0.01% | 0.0% |
| Q1 2022 | $354,000 | -5.1% | 7,347 | -0.5% | 0.01% | -16.7% |
| Q4 2021 | $373,000 | +6.3% | 7,386 | +8.2% | 0.01% | 0.0% |
| Q3 2021 | $351,000 | -9.1% | 6,827 | -8.6% | 0.01% | -14.3% |
| Q2 2021 | $386,000 | +35.4% | 7,473 | +34.5% | 0.01% | +16.7% |
| Q1 2021 | $285,000 | +11.3% | 5,556 | +11.8% | 0.01% | 0.0% |
| Q4 2020 | $256,000 | -48.6% | 4,970 | -48.6% | 0.01% | -25.0% |
| Q3 2020 | $498,000 | +134.9% | 9,661 | +134.2% | 0.01% | +33.3% |
| Q2 2020 | $212,000 | +2.4% | 4,125 | +0.6% | 0.01% | 0.0% |
| Q1 2020 | $207,000 | -1.9% | 4,100 | -2.1% | 0.01% | +20.0% |
| Q4 2019 | $211,000 | – | 4,186 | – | 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% |