ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 340 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,244,855 | +7.4% | 321,825 | +7.5% | 0.18% | +13.9% |
| Q1 2024 | $14,199,129 | +34.9% | 299,307 | +35.3% | 0.16% | +25.4% |
| Q4 2023 | $10,522,366 | +7.1% | 221,244 | +4.5% | 0.13% | +3.3% |
| Q3 2023 | $9,822,593 | -5.0% | 211,785 | -4.4% | 0.12% | -27.8% |
| Q2 2023 | $10,334,679 | +11.6% | 221,584 | +12.8% | 0.17% | +7.0% |
| Q1 2023 | $9,262,917 | +24.1% | 196,435 | +22.2% | 0.16% | +9.0% |
| Q4 2022 | $7,462,402 | -2.2% | 160,689 | -3.0% | 0.14% | -15.2% |
| Q3 2022 | $7,628,000 | +29.8% | 165,638 | +33.5% | 0.17% | +37.9% |
| Q2 2022 | $5,876,000 | -27.5% | 124,085 | -25.8% | 0.12% | +11.7% |
| Q1 2022 | $8,102,000 | +296.0% | 167,199 | +312.2% | 0.11% | +109.4% |
| Q4 2021 | $2,046,000 | -57.6% | 40,565 | -57.1% | 0.05% | -55.5% |
| Q3 2021 | $4,827,000 | +729.4% | 94,520 | +733.0% | 0.12% | +466.7% |
| Q2 2021 | $582,000 | – | 11,347 | – | 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% |