ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $756 | -5.1% | 15,963 | -5.0% | 0.00% | 0.0% |
| Q1 2024 | $797 | +6.7% | 16,798 | +6.9% | 0.00% | 0.0% |
| Q4 2023 | $747 | +8.7% | 15,713 | +6.1% | 0.00% | 0.0% |
| 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 | 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% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |