ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,097 | +7.6% | 16,755 | +8.3% | 0.00% | 0.0% |
| Q2 2023 | $721,894 | +42.5% | 15,478 | +44.0% | 0.00% | +50.0% |
| Q1 2023 | $506,728 | +117.4% | 10,746 | +114.1% | 0.00% | +100.0% |
| Q4 2022 | $233,082 | -71.7% | 5,019 | -71.9% | 0.00% | -75.0% |
| Q3 2022 | $824,000 | +29.2% | 17,885 | +33.0% | 0.00% | +33.3% |
| Q2 2022 | $638,000 | +200.9% | 13,452 | +219.1% | 0.00% | +200.0% |
| Q4 2021 | $212,000 | – | 4,216 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARYLAND CAPITAL ADVISORS INC. | 355,009 | $17,903,000 | 14.77% |
| Klaas Financial Asset Advisors, LLC | 1,173,904 | $59,200,000 | 13.37% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 372,528 | $18,787,000 | 13.15% |
| Prosperity Planning, Inc. | 513,160 | $25,879,000 | 13.12% |
| Buttonwood Financial Advisors Inc. | 247,738 | $12,493,000 | 12.22% |
| Old North State Trust, LLC | 322,018 | $16,239,000 | 11.66% |
| Newman & Schimel, LLC | 372,523 | $18,786,000 | 10.66% |
| Campbell Wealth Management | 1,529,742 | $77,145,000 | 8.82% |
| Courage Miller Partners, LLC | 453,486 | $22,869,000 | 8.65% |
| Hudson Capital Management LLC | 419,112 | $21,136,000 | 7.66% |