ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,267 | -0.6% | 92 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,291 | +107175.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -100.0% | 92 | -55.3% | 0.00% | -71.4% |
| Q3 2022 | $9,000 | +125.0% | 206 | +123.9% | 0.01% | +250.0% |
| Q2 2022 | $4,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | +25.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | -99.7% | 92 | -99.7% | 0.00% | -99.8% |
| Q3 2020 | $1,585,000 | +4.1% | 30,738 | +3.9% | 0.89% | -5.8% |
| Q2 2020 | $1,522,000 | +11.3% | 29,574 | +9.0% | 0.94% | +6.2% |
| Q4 2019 | $1,367,000 | – | 27,121 | – | 0.89% | – |
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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% |