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 | $821,297 | -70.0% | 55,408 | -5.5% | 0.17% | -71.9% |
| Q2 2023 | $2,735,479 | -11.5% | 58,650 | -10.6% | 0.62% | -16.4% |
| Q1 2023 | $3,092,473 | -4.8% | 65,581 | -6.2% | 0.74% | -6.6% |
| Q4 2022 | $3,248,600 | +4.0% | 69,953 | +3.2% | 0.79% | -11.8% |
| Q3 2022 | $3,125,000 | -11.8% | 67,804 | -9.3% | 0.89% | -10.3% |
| Q2 2022 | $3,544,000 | -16.8% | 74,784 | -15.0% | 1.00% | -4.8% |
| Q1 2022 | $4,261,000 | -59.7% | 87,938 | -58.1% | 1.05% | -56.7% |
| Q4 2021 | $10,580,000 | -0.1% | 209,810 | +1.2% | 2.42% | -10.9% |
| Q3 2021 | $10,586,000 | +26.6% | 207,287 | +27.1% | 2.71% | +22.1% |
| Q2 2021 | $8,364,000 | +21.7% | 163,074 | +21.7% | 2.22% | +12.6% |
| Q1 2021 | $6,873,000 | +24.6% | 134,008 | +25.5% | 1.97% | +57.5% |
| Q4 2020 | $5,515,000 | +57.1% | 106,797 | +56.8% | 1.25% | +31.9% |
| Q3 2020 | $3,510,000 | -19.3% | 68,101 | -19.4% | 0.95% | -28.4% |
| Q2 2020 | $4,347,000 | – | 84,463 | – | 1.33% | – |
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% |