ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 390 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,903,889 | -1.6% | 82,413 | -1.4% | 0.34% | -1.7% |
| Q1 2024 | $3,966,017 | -15.8% | 83,601 | -15.5% | 0.35% | -21.7% |
| Q4 2023 | $4,707,569 | +7.6% | 98,982 | +5.0% | 0.44% | -7.1% |
| Q3 2023 | $4,373,991 | +6.3% | 94,308 | +6.9% | 0.48% | +7.7% |
| Q2 2023 | $4,113,102 | -7.6% | 88,188 | -6.6% | 0.44% | -13.0% |
| Q1 2023 | $4,451,452 | +9.4% | 94,400 | +7.7% | 0.51% | +1.6% |
| Q4 2022 | $4,070,641 | -41.8% | 87,654 | -42.2% | 0.50% | -47.6% |
| Q3 2022 | $6,992,000 | +12.5% | 151,668 | +15.6% | 0.96% | +15.8% |
| Q2 2022 | $6,217,000 | – | 131,154 | – | 0.82% | – |
Download | ||||||
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% |