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 | $16,563,412 | +113.2% | 357,124 | +114.4% | 1.06% | +10.8% |
| Q2 2023 | $7,768,358 | -50.4% | 166,560 | -49.8% | 0.95% | -5.6% |
| Q1 2023 | $15,646,735 | +88.9% | 331,513 | +85.9% | 1.01% | -8.3% |
| Q4 2022 | $8,283,689 | -30.0% | 178,374 | -30.1% | 1.10% | -28.0% |
| Q3 2022 | $11,827,000 | -5.5% | 255,170 | -3.1% | 1.53% | -2.0% |
| Q2 2022 | $12,515,000 | -28.3% | 263,243 | -28.0% | 1.56% | -32.2% |
| Q1 2022 | $17,463,000 | -12.1% | 365,568 | -7.2% | 2.30% | +4.3% |
| Q4 2021 | $19,863,000 | +1.4% | 393,870 | +2.0% | 2.21% | -0.7% |
| Q3 2021 | $19,595,000 | +10.2% | 386,037 | +11.4% | 2.22% | +8.1% |
| Q2 2021 | $17,775,000 | +9.6% | 346,431 | +9.7% | 2.06% | +4.3% |
| Q1 2021 | $16,217,000 | +12.9% | 315,757 | +13.5% | 1.97% | +4.1% |
| Q4 2020 | $14,363,000 | +84.8% | 278,130 | +84.5% | 1.90% | +61.4% |
| Q3 2020 | $7,773,000 | +363.8% | 150,785 | +363.0% | 1.17% | +319.3% |
| Q2 2020 | $1,676,000 | – | 32,565 | – | 0.28% | – |
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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% |