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 | $5,435,174 | +4.6% | 117,187 | +5.2% | 0.02% | +5.0% |
| Q2 2023 | $5,195,388 | +110865.1% | 111,393 | +12.2% | 0.02% | 0.0% |
| Q1 2023 | $4,682 | -0.4% | 99,309 | -1.9% | 0.02% | -16.7% |
| Q4 2022 | $4,700 | -72.4% | 101,207 | +27106.2% | 0.02% | – |
| Q3 2022 | $17,000 | 0.0% | 372 | +0.3% | 0.00% | – |
| Q2 2022 | $17,000 | -92.6% | 371 | -92.2% | 0.00% | -100.0% |
| Q1 2022 | $231,000 | -81.1% | 4,780 | -80.3% | 0.00% | -83.3% |
| Q4 2021 | $1,221,000 | +3.8% | 24,214 | +5.1% | 0.01% | 0.0% |
| Q3 2021 | $1,176,000 | +1407.7% | 23,044 | +1400.3% | 0.01% | +500.0% |
| Q1 2020 | $78,000 | – | 1,536 | – | 0.00% | – |
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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% |