ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,862,763 | +6.7% | 61,724 | +7.3% | 0.11% | +7.8% |
| Q2 2023 | $2,682,978 | +23.3% | 57,526 | +24.7% | 0.10% | +15.7% |
| Q1 2023 | $2,175,166 | -18.6% | 46,128 | -19.9% | 0.09% | -33.6% |
| Q4 2022 | $2,673,291 | -14.4% | 57,564 | -15.0% | 0.13% | -17.8% |
| Q3 2022 | $3,124,000 | +45.2% | 67,761 | +49.3% | 0.16% | +48.2% |
| Q2 2022 | $2,152,000 | +31.9% | 45,395 | +34.8% | 0.11% | +61.8% |
| Q1 2022 | $1,632,000 | +500.0% | 33,683 | +523.9% | 0.07% | +466.7% |
| Q4 2021 | $272,000 | +7.5% | 5,399 | +9.1% | 0.01% | -7.7% |
| Q3 2021 | $253,000 | 0.0% | 4,948 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $253,000 | -0.4% | 4,931 | -0.5% | 0.01% | -13.3% |
| Q1 2021 | $254,000 | – | 4,958 | – | 0.02% | – |
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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% |