ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 126 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687 | +27.2% | 14,807 | +27.8% | 0.00% | +33.3% |
| Q2 2023 | $540 | +123.1% | 11,582 | +125.2% | 0.00% | +50.0% |
| Q1 2023 | $242 | +384.0% | 5,142 | +375.2% | 0.00% | – |
| Q4 2022 | $50 | -99.9% | 1,082 | -17.0% | 0.00% | – |
| Q3 2022 | $60,000 | +17.6% | 1,303 | +20.4% | 0.00% | – |
| Q2 2022 | $51,000 | -1.9% | 1,082 | 0.0% | 0.00% | – |
| Q1 2022 | $52,000 | +1633.3% | 1,082 | +1733.9% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | -95.6% | 59 | -95.7% | 0.00% | -100.0% |
| Q4 2018 | $68,000 | +6700.0% | 1,387 | +4682.8% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | – | 29 | – | 0.00% | – |
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% |