ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 385 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $755,732 | +5.7% | 15,950 | +5.9% | 0.02% | 0.0% |
Q1 2024 | $714,790 | -35.7% | 15,067 | -35.5% | 0.02% | -38.5% |
Q4 2023 | $1,111,666 | +57.6% | 23,374 | +53.7% | 0.03% | +36.8% |
Q3 2023 | $705,484 | -2.2% | 15,211 | -1.6% | 0.02% | -17.4% |
Q2 2023 | $721,040 | -58.1% | 15,460 | -57.7% | 0.02% | -59.6% |
Q1 2023 | $1,722,166 | -51.6% | 36,521 | -52.4% | 0.06% | -52.9% |
Q4 2022 | $3,559,974 | -35.9% | 76,657 | -36.4% | 0.12% | -38.6% |
Q3 2022 | $5,557,000 | -9.3% | 120,542 | -6.8% | 0.20% | -4.4% |
Q2 2022 | $6,130,000 | -55.9% | 129,335 | -54.9% | 0.21% | -47.2% |
Q1 2022 | $13,908,000 | -6.8% | 287,002 | -3.1% | 0.39% | +0.8% |
Q4 2021 | $14,930,000 | -5.9% | 296,054 | -4.7% | 0.39% | -14.0% |
Q3 2021 | $15,868,000 | -2.6% | 310,704 | -2.2% | 0.45% | -4.7% |
Q2 2021 | $16,299,000 | -2.7% | 317,788 | -2.7% | 0.47% | -10.3% |
Q1 2021 | $16,744,000 | -4.7% | 326,456 | -4.1% | 0.53% | -9.2% |
Q4 2020 | $17,570,000 | +25.7% | 340,241 | +25.5% | 0.58% | +10.3% |
Q3 2020 | $13,981,000 | +6.1% | 271,207 | +5.9% | 0.52% | -0.6% |
Q2 2020 | $13,179,000 | – | 256,048 | – | 0.53% | – |
Download |
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% |