ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,735 | -95.2% | 290 | -94.9% | 0.00% | -94.5% |
| Q4 2021 | $288,000 | +1.4% | 5,704 | +2.6% | 0.06% | 0.0% |
| Q3 2021 | $284,000 | -1.0% | 5,562 | -0.6% | 0.06% | -3.5% |
| Q2 2021 | $287,000 | +16.2% | 5,594 | +16.1% | 0.06% | +3.6% |
| Q1 2021 | $247,000 | +2.9% | 4,820 | +3.9% | 0.06% | -47.6% |
| Q4 2020 | $240,000 | 0.0% | 4,639 | -0.2% | 0.10% | +81.0% |
| Q3 2020 | $240,000 | +8.6% | 4,650 | +8.5% | 0.06% | +1.8% |
| Q2 2020 | $221,000 | +3.8% | 4,285 | +1.7% | 0.06% | -5.0% |
| Q1 2020 | $213,000 | – | 4,215 | – | 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% |