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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $163,520 | -1.1% | 3,506 | 0.0% | 0.02% | +21.1% |
| Q1 2023 | $165,325 | -32.9% | 3,506 | -33.6% | 0.02% | +11.8% |
| Q4 2022 | $246,241 | -58.9% | 5,283 | -57.7% | 0.02% | -59.5% |
| Q1 2022 | $599,000 | -0.3% | 12,489 | +3.7% | 0.04% | +5.0% |
| Q4 2021 | $601,000 | -7.1% | 12,047 | -6.1% | 0.04% | -7.0% |
| Q3 2021 | $647,000 | +3.9% | 12,823 | +5.5% | 0.04% | -2.3% |
| Q2 2021 | $623,000 | +25.1% | 12,160 | +25.3% | 0.04% | +12.8% |
| Q1 2021 | $498,000 | -23.7% | 9,701 | -23.3% | 0.04% | -30.4% |
| Q4 2020 | $653,000 | – | 12,646 | – | 0.06% | – |
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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% |