ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,365,280 | -3.1% | 266,608 | -2.6% | 0.38% | -1.8% |
| Q2 2023 | $12,763,342 | -66.9% | 273,657 | -66.5% | 0.39% | -68.9% |
| Q1 2023 | $38,514,916 | +23.7% | 816,773 | +21.8% | 1.25% | +16.7% |
| Q4 2022 | $31,144,955 | +173.2% | 670,649 | +171.2% | 1.07% | +100.9% |
| Q3 2022 | $11,401,000 | -3.0% | 247,309 | -0.3% | 0.53% | -3.8% |
| Q2 2022 | $11,757,000 | +0.8% | 248,045 | +3.0% | 0.55% | +11.0% |
| Q1 2022 | $11,666,000 | -0.4% | 240,727 | +3.6% | 0.50% | +9.0% |
| Q4 2021 | $11,716,000 | +5.5% | 232,329 | +6.8% | 0.46% | -14.6% |
| Q3 2021 | $11,108,000 | – | 217,511 | – | 0.54% | – |
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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% |