ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,872 | -11.0% | 11,360 | -10.5% | 0.01% | -11.1% |
| Q2 2023 | $592,158 | -10.2% | 12,696 | -9.2% | 0.01% | -25.0% |
| Q1 2023 | $659,527 | +22.1% | 13,986 | -11.6% | 0.01% | -7.7% |
| Q4 2022 | $540,133 | -2.3% | 15,825 | +32.0% | 0.01% | -23.5% |
| Q3 2022 | $553,000 | -2.3% | 11,986 | +0.3% | 0.02% | 0.0% |
| Q2 2022 | $566,000 | -51.3% | 11,951 | -50.2% | 0.02% | -55.3% |
| Q1 2022 | $1,163,000 | -20.7% | 24,001 | -17.5% | 0.04% | -19.1% |
| Q4 2021 | $1,467,000 | -5.7% | 29,090 | -4.5% | 0.05% | -17.5% |
| Q3 2021 | $1,556,000 | -4.4% | 30,476 | -4.0% | 0.06% | -13.6% |
| Q2 2021 | $1,628,000 | -8.3% | 31,734 | -8.3% | 0.07% | -30.5% |
| Q1 2021 | $1,775,000 | -5.7% | 34,608 | -5.0% | 0.10% | -13.6% |
| Q4 2020 | $1,882,000 | -9.5% | 36,444 | -9.6% | 0.11% | -22.5% |
| Q3 2020 | $2,079,000 | -41.0% | 40,324 | -41.1% | 0.14% | -46.8% |
| Q2 2020 | $3,521,000 | -5.8% | 68,417 | -7.6% | 0.27% | -24.8% |
| Q1 2020 | $3,737,000 | -13.7% | 74,007 | -13.9% | 0.36% | -33.1% |
| Q4 2019 | $4,332,000 | -0.8% | 85,949 | -0.6% | 0.53% | -12.4% |
| Q3 2019 | $4,366,000 | +6.0% | 86,467 | +5.9% | 0.61% | +4.5% |
| Q2 2019 | $4,118,000 | – | 81,654 | – | 0.58% | – |
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% |