ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $225,588 | -25.6% | 4,864 | -25.2% | 0.03% | -17.6% |
Q2 2023 | $303,204 | -10.7% | 6,501 | -9.7% | 0.03% | -10.5% |
Q1 2023 | $339,486 | -13.9% | 7,199 | -15.3% | 0.04% | -13.6% |
Q4 2022 | $394,502 | -99.9% | 8,495 | +1.8% | 0.04% | 0.0% |
Q3 2022 | $384,634,000 | -6.2% | 8,343 | -3.6% | 0.04% | 0.0% |
Q2 2022 | $410,256,000 | +74356.6% | 8,655 | -23.9% | 0.04% | -10.2% |
Q1 2022 | $551,000 | -1.1% | 11,367 | +2.9% | 0.05% | +19.5% |
Q4 2021 | $557,000 | -2.1% | 11,043 | -1.0% | 0.04% | -4.7% |
Q3 2021 | $569,000 | +28.2% | 11,150 | +28.9% | 0.04% | +30.3% |
Q2 2021 | $444,000 | -24.1% | 8,650 | -24.2% | 0.03% | -26.7% |
Q1 2021 | $585,000 | -86.3% | 11,408 | -86.6% | 0.04% | -83.1% |
Q4 2016 | $4,261,000 | +18.6% | 85,229 | +20.1% | 0.27% | +16.1% |
Q3 2016 | $3,593,000 | +8.1% | 70,947 | +116.7% | 0.23% | +1.3% |
Q2 2016 | $3,325,000 | +26.3% | 32,739 | +25.1% | 0.23% | +18.8% |
Q1 2016 | $2,633,000 | +112.3% | 26,166 | +109.5% | 0.19% | +103.2% |
Q4 2015 | $1,240,000 | – | 12,491 | – | 0.09% | – |
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% |