ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 6.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $398,524 | -10.0% | 8,413 | -9.9% | 0.05% | -10.0% |
| Q1 2024 | $443,042 | -1.8% | 9,339 | -1.6% | 0.06% | -6.2% |
| Q4 2023 | $451,344 | -4.2% | 9,490 | -6.6% | 0.06% | -15.8% |
| Q3 2023 | $471,360 | -1.0% | 10,163 | +7.1% | 0.08% | -56.6% |
| Q1 2017 | $476,000 | -11.4% | 9,488 | -11.6% | 0.18% | -17.8% |
| Q4 2016 | $537,000 | -40.9% | 10,733 | -40.1% | 0.21% | -42.9% |
| Q3 2016 | $908,000 | -7.5% | 17,927 | +85.4% | 0.37% | -14.6% |
| Q2 2016 | $982,000 | +3.9% | 9,668 | +2.9% | 0.44% | -1.6% |
| Q1 2016 | $945,000 | +34.6% | 9,391 | +32.8% | 0.44% | +11.8% |
| Q4 2015 | $702,000 | – | 7,073 | – | 0.40% | – |
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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% |