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 | $1,709,978 | -7.4% | 36,869 | -6.9% | 0.02% | -6.2% |
| Q2 2023 | $1,846,830 | -29.3% | 39,598 | -28.5% | 0.02% | -30.4% |
| Q1 2023 | $2,611,587 | +10.2% | 55,383 | +8.6% | 0.02% | +4.5% |
| Q4 2022 | $2,368,938 | +86.5% | 51,011 | +85.1% | 0.02% | -12.0% |
| Q3 2022 | $1,270,000 | -50.0% | 27,552 | -48.6% | 0.02% | -37.5% |
| Q2 2022 | $2,542,000 | +254.0% | 53,637 | +262.1% | 0.04% | +300.0% |
| Q1 2022 | $718,000 | -3.0% | 14,814 | +1.0% | 0.01% | -9.1% |
| Q4 2021 | $740,000 | +15.4% | 14,674 | +16.9% | 0.01% | +10.0% |
| Q3 2021 | $641,000 | +0.2% | 12,555 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $640,000 | +1.3% | 12,476 | +1.3% | 0.01% | -16.7% |
| Q1 2021 | $632,000 | +73.6% | 12,313 | +74.7% | 0.01% | +71.4% |
| Q4 2020 | $364,000 | – | 7,047 | – | 0.01% | – |
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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% |