ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 6.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,416,865 | +10.1% | 51,021 | +10.2% | 0.02% | 0.0% |
| Q1 2024 | $2,195,571 | -11.8% | 46,281 | -11.6% | 0.02% | -19.4% |
| Q4 2023 | $2,489,433 | -59.3% | 52,343 | -60.3% | 0.03% | -64.8% |
| Q3 2023 | $6,121,928 | -4.7% | 131,995 | -4.2% | 0.09% | -4.3% |
| Q2 2023 | $6,425,126 | +22.7% | 137,760 | +24.0% | 0.09% | +9.5% |
| Q1 2023 | $5,237,034 | +9.7% | 111,060 | +8.1% | 0.08% | +1.2% |
| Q4 2022 | $4,771,849 | +5.4% | 102,753 | +4.7% | 0.08% | -5.7% |
| Q3 2022 | $4,526,000 | +28.3% | 98,183 | +31.9% | 0.09% | +31.3% |
| Q2 2022 | $3,528,000 | +37.3% | 74,429 | +40.3% | 0.07% | +59.5% |
| Q1 2022 | $2,570,000 | +957.6% | 53,041 | +1000.2% | 0.04% | +950.0% |
| Q4 2021 | $243,000 | – | 4,821 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newman & Schimel, LLC | 848,413 | $40,215,000 | 19.34% |
| MARYLAND CAPITAL ADVISORS INC. | 370,527 | $17,563,000 | 18.53% |
| Campbell Wealth Management | 2,280,073 | $108,075,000 | 15.14% |
| Old North State Trust, LLC | 325 | $15,414,000 | 14.09% |
| Klaas Financial Asset Advisors, LLC | 1,176,754 | $55,778,000 | 13.83% |
| Opal Wealth Advisors, LLC | 420,466 | $19,930,000 | 13.18% |
| Prosperity Planning, Inc. | 513,160 | $25,213,000 | 12.88% |
| Buttonwood Financial Advisors Inc. | 265,115 | $12,566,000 | 11.34% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |