ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,995,320 | -41.1% | 258,629 | -40.8% | 0.02% | -51.4% |
| Q2 2023 | $20,378,279 | -25.2% | 437,031 | -24.3% | 0.04% | -27.5% |
| Q1 2023 | $27,234,349 | -13.7% | 577,567 | -15.0% | 0.05% | -20.3% |
| Q4 2022 | $31,550,279 | +2.6% | 679,364 | +1.9% | 0.06% | -8.6% |
| Q3 2022 | $30,743,000 | -33.9% | 666,886 | -32.0% | 0.07% | -32.0% |
| Q2 2022 | $46,484,000 | +25.2% | 980,543 | +10.1% | 0.10% | +43.1% |
| Q1 2022 | $37,142,000 | -21.9% | 890,575 | -5.6% | 0.07% | -20.0% |
| Q4 2021 | $47,583,000 | +27.2% | 943,809 | +28.8% | 0.09% | +15.4% |
| Q3 2021 | $37,417,000 | +28.1% | 732,690 | +28.6% | 0.08% | +23.8% |
| Q2 2021 | $29,209,000 | -3.9% | 569,788 | -3.8% | 0.06% | -13.7% |
| Q1 2021 | $30,391,000 | -5.0% | 592,595 | -4.4% | 0.07% | -14.1% |
| Q4 2020 | $31,998,000 | -13.2% | 619,651 | -13.4% | 0.08% | -22.7% |
| Q3 2020 | $36,884,000 | -10.5% | 715,585 | -10.6% | 0.11% | -20.3% |
| Q2 2020 | $41,221,000 | -52.3% | 800,856 | -53.2% | 0.14% | -61.0% |
| Q1 2020 | $86,424,000 | – | 1,712,875 | – | 0.35% | – |
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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% |