ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,523 | -0.2% | 7,320 | +0.3% | 0.02% | +9.1% |
| Q2 2023 | $340,356 | +16.5% | 7,298 | +17.8% | 0.02% | +37.5% |
| Q1 2023 | $292,124 | +28.2% | 6,195 | +26.2% | 0.02% | +6.7% |
| Q4 2022 | $227,937 | -92.5% | 4,908 | -92.2% | 0.02% | -92.0% |
| Q1 2022 | $3,056,000 | -3.7% | 63,054 | +0.2% | 0.19% | -5.1% |
| Q4 2021 | $3,172,000 | +0.1% | 62,903 | +1.3% | 0.20% | -18.6% |
| Q3 2021 | $3,170,000 | -0.6% | 62,068 | -0.2% | 0.24% | -1.2% |
| Q2 2021 | $3,190,000 | +1426.3% | 62,200 | +1385.9% | 0.24% | +337.5% |
| Q4 2017 | $209,000 | -0.5% | 4,186 | 0.0% | 0.06% | -30.0% |
| Q3 2017 | $210,000 | – | 4,186 | – | 0.08% | – |
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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% |