ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,828 | -0.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $27,984 | -1.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $28,293 | +1.5% | 600 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $27,864 | -0.5% | 600 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $28,000 | 0.0% | 600 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $28,000 | -3.4% | 600 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $29,000 | -3.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $30,000 | -3.2% | 600 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $31,000 | -13.9% | 600 | -14.7% | 0.01% | -17.6% |
| Q2 2021 | $36,000 | 0.0% | 703 | 0.0% | 0.02% | -15.0% |
| Q1 2021 | $36,000 | 0.0% | 703 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $36,000 | 0.0% | 703 | -0.1% | 0.02% | -13.0% |
| Q3 2020 | $36,000 | 0.0% | 704 | +0.1% | 0.02% | -8.0% |
| Q2 2020 | $36,000 | +2.9% | 703 | 0.0% | 0.02% | -7.4% |
| Q1 2020 | $35,000 | -81.3% | 703 | -81.0% | 0.03% | -76.1% |
| Q4 2019 | $187,000 | +523.3% | 3,703 | +517.2% | 0.11% | +465.0% |
| Q3 2019 | $30,000 | 0.0% | 600 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $30,000 | 0.0% | 600 | 0.0% | 0.02% | -9.1% |
| Q1 2019 | $30,000 | +3.4% | 600 | 0.0% | 0.02% | -15.4% |
| Q4 2018 | $29,000 | 0.0% | 600 | 0.0% | 0.03% | +30.0% |
| Q3 2018 | $29,000 | 0.0% | 600 | 0.0% | 0.02% | -9.1% |
| Q2 2018 | $29,000 | -3.3% | 600 | 0.0% | 0.02% | -8.3% |
| Q1 2018 | $30,000 | 0.0% | 600 | 0.0% | 0.02% | +14.3% |
| Q4 2017 | $30,000 | – | 600 | – | 0.02% | – |
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% |