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 | $1,883 | -7.1% | 40,599 | -6.6% | 0.01% | 0.0% |
| Q2 2023 | $2,027 | -1.2% | 43,462 | -0.1% | 0.01% | -14.3% |
| Q1 2023 | $2,051 | +0.6% | 43,500 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $2,038 | -99.9% | 43,886 | +10.3% | 0.01% | 0.0% |
| Q3 2022 | $1,885,000 | 0.0% | 39,774 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,885,000 | +32.9% | 39,774 | +35.9% | 0.01% | +40.0% |
| Q1 2022 | $1,418,000 | -0.8% | 29,265 | +3.2% | 0.01% | +25.0% |
| Q4 2021 | $1,430,000 | +312.1% | 28,359 | +318.0% | 0.00% | +300.0% |
| Q3 2021 | $347,000 | -1.4% | 6,785 | -1.2% | 0.00% | 0.0% |
| Q2 2021 | $352,000 | +35.4% | 6,867 | +35.3% | 0.00% | 0.0% |
| Q1 2021 | $260,000 | -1.5% | 5,075 | -1.2% | 0.00% | 0.0% |
| Q2 2020 | $264,000 | +5.6% | 5,136 | +3.7% | 0.00% | -50.0% |
| Q1 2020 | $250,000 | – | 4,955 | – | 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% |