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 | $4,292,292 | -12.0% | 90,612 | -11.9% | 0.01% | -14.3% |
| Q1 2024 | $4,879,777 | -5.8% | 102,862 | -5.6% | 0.01% | -17.6% |
| Q4 2023 | $5,182,979 | -4.6% | 108,977 | -7.0% | 0.02% | -19.0% |
| 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 | 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% |