ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,810,141 | +62.7% | 60,590 | +63.6% | 0.34% | +62.9% |
| Q2 2023 | $1,726,901 | +42.0% | 37,026 | +43.5% | 0.21% | +16.0% |
| Q1 2023 | $1,216,545 | +36.6% | 25,799 | +34.6% | 0.18% | +7.7% |
| Q4 2022 | $890,279 | +51.9% | 19,171 | +50.7% | 0.17% | +36.6% |
| Q3 2022 | $586,000 | +76.0% | 12,719 | +92.4% | 0.12% | +115.8% |
| Q4 2021 | $333,000 | -5.7% | 6,611 | -4.4% | 0.06% | -17.4% |
| Q3 2021 | $353,000 | -24.7% | 6,914 | -24.3% | 0.07% | -23.3% |
| Q2 2021 | $469,000 | -8.6% | 9,139 | -8.6% | 0.09% | -18.9% |
| Q1 2021 | $513,000 | -96.5% | 10,001 | -96.5% | 0.11% | -95.8% |
| Q4 2020 | $14,621,000 | – | 283,128 | – | 2.62% | – |
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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% |