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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $311,000 | -4.0% | 6,420 | 0.0% | 0.02% | -32.3% |
| Q4 2021 | $324,000 | -1.2% | 6,420 | 0.0% | 0.03% | -16.2% |
| Q3 2021 | $328,000 | -0.3% | 6,420 | 0.0% | 0.04% | -9.8% |
| Q2 2021 | $329,000 | 0.0% | 6,420 | 0.0% | 0.04% | -12.8% |
| Q1 2021 | $329,000 | -0.9% | 6,420 | 0.0% | 0.05% | -30.9% |
| Q4 2020 | $332,000 | +0.3% | 6,420 | 0.0% | 0.07% | -26.1% |
| Q3 2020 | $331,000 | +0.3% | 6,420 | 0.0% | 0.09% | -25.8% |
| Q2 2020 | $330,000 | +1.9% | 6,420 | 0.0% | 0.12% | -3.1% |
| Q1 2020 | $324,000 | -96.0% | 6,420 | -96.0% | 0.13% | -94.3% |
| Q4 2019 | $8,188,000 | +86.3% | 162,453 | +86.6% | 2.25% | +36.2% |
| Q3 2019 | $4,395,000 | +20.2% | 87,043 | +20.1% | 1.65% | +15.8% |
| Q2 2019 | $3,655,000 | +39.8% | 72,485 | +38.2% | 1.43% | +61.5% |
| Q1 2019 | $2,615,000 | -14.4% | 52,453 | -15.7% | 0.88% | -4.2% |
| Q4 2018 | $3,054,000 | +273.8% | 62,241 | +273.4% | 0.92% | +158.3% |
| Q3 2018 | $817,000 | +15.1% | 16,670 | +15.2% | 0.36% | +104.0% |
| Q2 2018 | $710,000 | +9.9% | 14,465 | +10.5% | 0.18% | +9.4% |
| Q1 2018 | $646,000 | +78.9% | 13,088 | +80.6% | 0.16% | +83.9% |
| Q4 2017 | $361,000 | +0.8% | 7,246 | +1.8% | 0.09% | -30.4% |
| Q3 2017 | $358,000 | +27.4% | 7,115 | +27.4% | 0.12% | +21.4% |
| Q2 2017 | $281,000 | +9.8% | 5,585 | +9.7% | 0.10% | -8.0% |
| Q1 2017 | $256,000 | – | 5,093 | – | 0.11% | – |
Download | ||||||
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% |