ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $81,687,470 | -1.1% | 1,761,265 | -0.5% | 0.03% | 0.0% |
| Q2 2023 | $82,559,796 | -8.5% | 1,770,150 | -7.5% | 0.03% | -15.2% |
| Q1 2023 | $90,255,991 | -28.1% | 1,914,028 | -29.2% | 0.03% | -29.8% |
| Q4 2022 | $125,527,134 | +13.8% | 2,702,996 | +12.9% | 0.05% | -2.1% |
| Q3 2022 | $110,345,000 | -7.2% | 2,393,616 | -4.6% | 0.05% | -2.0% |
| Q2 2022 | $118,931,000 | +2.7% | 2,509,095 | +5.0% | 0.05% | +25.6% |
| Q1 2022 | $115,784,000 | +3.9% | 2,389,258 | +8.1% | 0.04% | +21.9% |
| Q4 2021 | $111,466,000 | +12.0% | 2,210,301 | +13.5% | 0.03% | +3.2% |
| Q3 2021 | $99,484,000 | +4.3% | 1,947,993 | +4.7% | 0.03% | 0.0% |
| Q2 2021 | $95,406,000 | +4.6% | 1,860,135 | +4.6% | 0.03% | +3.3% |
| Q1 2021 | $91,207,000 | +0.1% | 1,778,254 | +0.8% | 0.03% | -3.2% |
| Q4 2020 | $91,094,000 | -9.6% | 1,764,009 | -9.7% | 0.03% | -18.4% |
| Q3 2020 | $100,713,000 | +63.0% | 1,953,699 | +62.7% | 0.04% | +46.2% |
| Q2 2020 | $61,800,000 | +15.6% | 1,200,707 | +13.5% | 0.03% | +4.0% |
| Q1 2020 | $53,446,000 | -1.6% | 1,058,352 | -1.8% | 0.02% | +31.6% |
| Q4 2019 | $54,315,000 | -6.1% | 1,077,683 | -5.9% | 0.02% | -13.6% |
| Q3 2019 | $57,822,000 | +10.9% | 1,145,212 | +10.8% | 0.02% | +10.0% |
| Q2 2019 | $52,119,000 | +35.1% | 1,033,488 | +33.6% | 0.02% | +25.0% |
| Q1 2019 | $38,571,000 | -0.5% | 773,579 | -2.1% | 0.02% | -11.1% |
| Q4 2018 | $38,755,000 | +29.4% | 789,946 | +29.3% | 0.02% | +50.0% |
| Q3 2018 | $29,947,000 | +27.5% | 611,171 | +27.7% | 0.01% | +20.0% |
| Q2 2018 | $23,490,000 | +84.7% | 478,608 | +85.7% | 0.01% | +100.0% |
| Q1 2018 | $12,721,000 | +33.3% | 257,770 | +34.6% | 0.01% | +25.0% |
| Q4 2017 | $9,541,000 | -0.2% | 191,478 | +0.7% | 0.00% | 0.0% |
| Q3 2017 | $9,562,000 | -34.1% | 190,214 | -34.1% | 0.00% | -50.0% |
| Q2 2017 | $14,518,000 | +74.1% | 288,848 | +73.7% | 0.01% | +60.0% |
| Q1 2017 | $8,337,000 | +47.4% | 166,332 | +47.1% | 0.01% | +66.7% |
| Q4 2016 | $5,655,000 | +60.1% | 113,098 | +62.1% | 0.00% | +50.0% |
| Q3 2016 | $3,533,000 | +18.2% | 69,750 | +137.0% | 0.00% | 0.0% |
| Q2 2016 | $2,989,000 | -32.9% | 29,433 | -33.5% | 0.00% | -33.3% |
| Q1 2016 | $4,455,000 | +231.5% | 44,271 | +226.9% | 0.00% | +200.0% |
| Q4 2015 | $1,344,000 | +196.0% | 13,543 | +199.2% | 0.00% | – |
| Q3 2015 | $454,000 | +95.7% | 4,527 | +96.0% | 0.00% | – |
| Q2 2015 | $232,000 | +75.8% | 2,310 | +76.2% | 0.00% | – |
| Q1 2015 | $132,000 | -40.5% | 1,311 | -40.9% | 0.00% | – |
| Q4 2014 | $222,000 | – | 2,219 | – | 0.00% | – |
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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% |