ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565 | -2.8% | 12,185 | -2.2% | 0.04% | 0.0% |
| Q2 2023 | $581 | -6.7% | 12,460 | -5.6% | 0.04% | -20.8% |
| Q1 2023 | $623 | -90.7% | 13,202 | -90.9% | 0.05% | -91.5% |
| Q4 2022 | $6,705 | -99.9% | 144,374 | +9.3% | 0.57% | +0.5% |
| Q3 2022 | $6,088,000 | -32.2% | 132,058 | -30.3% | 0.56% | -28.8% |
| Q2 2022 | $8,983,000 | -52.8% | 189,506 | -51.8% | 0.79% | -43.6% |
| Q1 2022 | $19,041,000 | -16.9% | 392,931 | -13.5% | 1.40% | -4.6% |
| Q4 2021 | $22,913,000 | -24.5% | 454,358 | -23.5% | 1.47% | -35.3% |
| Q3 2021 | $30,343,000 | +208.2% | 594,137 | +209.5% | 2.27% | +286.1% |
| Q2 2021 | $9,844,000 | -13.5% | 191,948 | -13.5% | 0.59% | -19.3% |
| Q1 2021 | $11,384,000 | – | 221,951 | – | 0.73% | – |
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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% |