ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529 | -1.7% | 11,408 | -1.0% | 0.09% | +1.1% |
| Q2 2023 | $538 | +3.3% | 11,528 | +4.3% | 0.09% | -2.1% |
| Q1 2023 | $521 | -1.5% | 11,054 | -2.9% | 0.10% | -7.8% |
| Q4 2022 | $529 | -100.0% | 11,385 | -89.7% | 0.10% | -90.7% |
| Q3 2022 | $5,091,000 | -36.9% | 110,423 | -35.2% | 1.10% | -32.7% |
| Q2 2022 | $8,072,000 | +108.7% | 170,288 | +113.4% | 1.64% | +117.2% |
| Q1 2022 | $3,867,000 | – | 79,791 | – | 0.75% | – |
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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% |