ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $373,000 | -21.0% | 7,870 | -19.1% | 0.03% | -3.2% |
| Q1 2022 | $472,000 | -5.2% | 9,732 | -1.3% | 0.03% | 0.0% |
| Q4 2021 | $498,000 | -0.4% | 9,861 | +0.7% | 0.03% | -8.8% |
| Q3 2021 | $500,000 | +18.5% | 9,789 | +18.8% | 0.03% | +21.4% |
| Q2 2021 | $422,000 | +3.4% | 8,238 | +3.5% | 0.03% | -3.4% |
| Q1 2021 | $408,000 | +76.6% | 7,958 | +257.8% | 0.03% | +31.8% |
| Q2 2020 | $231,000 | – | 2,224 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newman & Schimel, LLC | 848,413 | $40,215,000 | 19.34% |
| MARYLAND CAPITAL ADVISORS INC. | 370,527 | $17,563,000 | 18.53% |
| Campbell Wealth Management | 2,280,073 | $108,075,000 | 15.14% |
| Old North State Trust, LLC | 325 | $15,414,000 | 14.09% |
| Klaas Financial Asset Advisors, LLC | 1,176,754 | $55,778,000 | 13.83% |
| Opal Wealth Advisors, LLC | 420,466 | $19,930,000 | 13.18% |
| Prosperity Planning, Inc. | 513,160 | $25,213,000 | 12.88% |
| Buttonwood Financial Advisors Inc. | 265,115 | $12,566,000 | 11.34% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |