ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $241,000 | -37.2% | 4,714 | -37.0% | 0.04% | -36.2% |
| Q2 2021 | $384,000 | -34.6% | 7,485 | -34.5% | 0.06% | -37.6% |
| Q1 2021 | $587,000 | -0.3% | 11,435 | +0.3% | 0.09% | -5.1% |
| Q4 2020 | $589,000 | +0.5% | 11,405 | +0.3% | 0.10% | -11.7% |
| Q3 2020 | $586,000 | -1.3% | 11,367 | -1.4% | 0.11% | -5.1% |
| Q2 2020 | $594,000 | -1.8% | 11,532 | -3.7% | 0.12% | -25.0% |
| Q1 2020 | $605,000 | +0.3% | 11,980 | +0.1% | 0.16% | +31.1% |
| Q4 2019 | $603,000 | +195.6% | 11,971 | +195.8% | 0.12% | +170.5% |
| Q3 2019 | $204,000 | +0.5% | 4,047 | +0.4% | 0.04% | -10.2% |
| Q2 2019 | $203,000 | – | 4,032 | – | 0.05% | – |
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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% |