ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 64 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,320,505 | -40.5% | 28,004 | -41.4% | 0.02% | -45.7% |
| Q4 2022 | $2,220,225 | +10.5% | 47,808 | +15.3% | 0.05% | +31.4% |
| Q1 2022 | $2,009,000 | -93.0% | 41,451 | -92.9% | 0.04% | -97.2% |
| Q4 2018 | $28,637,000 | +2.5% | 583,711 | +2.4% | 1.27% | +14.9% |
| Q3 2018 | $27,942,000 | +0.8% | 570,236 | +1.0% | 1.10% | -9.4% |
| Q2 2018 | $27,716,000 | +0.9% | 564,708 | +1.4% | 1.22% | -8.1% |
| Q1 2018 | $27,470,000 | +112.3% | 556,641 | +328.2% | 1.32% | -6.8% |
| Q4 2015 | $12,940,000 | – | 130,002 | – | 1.42% | – |
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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% |