ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 6.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,095 | +499.1% | 192 | +500.0% | 0.00% | – |
| Q1 2024 | $1,518 | -83.3% | 32 | -83.2% | 0.00% | – |
| Q4 2023 | $9,084 | -49.7% | 191 | -50.9% | 0.00% | -100.0% |
| Q3 2023 | $18,042 | +48.8% | 389 | +49.6% | 0.00% | – |
| Q2 2023 | $12,126 | +36645.5% | 260 | -62.7% | 0.00% | -100.0% |
| Q1 2023 | $33 | -83.7% | 697 | -84.1% | 0.00% | -87.5% |
| Q4 2022 | $203 | -93.2% | 4,380 | +6536.4% | 0.01% | – |
| Q3 2022 | $3,000 | -80.0% | 66 | -79.1% | 0.00% | – |
| Q2 2022 | $15,000 | +50.0% | 316 | +62.9% | 0.00% | – |
| Q2 2021 | $10,000 | +100.0% | 194 | +94.0% | 0.00% | – |
| Q1 2020 | $5,000 | – | 100 | – | 0.00% | – |
| Q1 2014 | $0 | – | 0 | – | 0.00% | – |
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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% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |