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 2023 | $23,468,154 | +6.3% | 505,997 | +6.9% | 9.62% | +4.7% |
| Q2 2023 | $22,077,011 | -1.3% | 473,349 | -0.2% | 9.20% | -2.8% |
| Q1 2023 | $22,356,718 | +8.2% | 474,111 | +6.5% | 9.46% | -0.6% |
| Q4 2022 | $20,667,253 | -1.7% | 445,031 | -2.5% | 9.52% | -10.2% |
| Q3 2022 | $21,033,000 | -3.8% | 456,246 | -1.1% | 10.60% | +2.1% |
| Q2 2022 | $21,875,000 | -2.3% | 461,490 | -0.1% | 10.39% | +16.9% |
| Q1 2022 | $22,386,000 | -2.1% | 461,957 | +1.9% | 8.89% | +2.7% |
| Q4 2021 | $22,869,000 | +9.0% | 453,486 | +10.4% | 8.65% | +2.7% |
| Q3 2021 | $20,972,000 | +14.5% | 410,648 | +14.9% | 8.43% | +12.5% |
| Q2 2021 | $18,324,000 | +8.6% | 357,262 | +8.6% | 7.49% | +2.2% |
| Q1 2021 | $16,870,000 | +4.5% | 328,922 | +5.2% | 7.33% | -1.3% |
| Q4 2020 | $16,151,000 | +9.5% | 312,755 | +9.1% | 7.42% | -6.3% |
| Q3 2020 | $14,749,000 | 0.0% | 286,562 | +0.0% | 7.93% | -0.0% |
| Q2 2020 | $14,749,000 | +0.6% | 286,561 | -1.3% | 7.93% | -12.1% |
| Q1 2020 | $14,662,000 | +4.0% | 290,348 | +3.8% | 9.02% | +24.4% |
| Q4 2019 | $14,102,000 | +4.2% | 279,793 | +4.4% | 7.25% | -2.8% |
| Q3 2019 | $13,531,000 | +5.3% | 267,996 | +5.1% | 7.46% | +5.6% |
| Q2 2019 | $12,856,000 | – | 254,931 | – | 7.06% | – |
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% |