ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $314,000 | -79.4% | 6,477 | -78.6% | 0.12% | -71.5% |
| Q4 2021 | $1,527,000 | -1.0% | 30,277 | +0.2% | 0.43% | -9.1% |
| Q3 2021 | $1,543,000 | -37.6% | 30,212 | -37.3% | 0.47% | -35.9% |
| Q2 2021 | $2,472,000 | -13.7% | 48,195 | -13.7% | 0.74% | -16.1% |
| Q1 2021 | $2,863,000 | -58.3% | 55,827 | -58.0% | 0.88% | -64.1% |
| Q4 2020 | $6,864,000 | -20.0% | 132,915 | -20.1% | 2.46% | -31.7% |
| Q3 2020 | $8,577,000 | -10.6% | 166,380 | -10.8% | 3.60% | -27.5% |
| Q2 2020 | $9,599,000 | – | 186,490 | – | 4.96% | – |
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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% |