ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $212,552 | -84.3% | 4,584 | -84.3% | 0.09% | -83.3% |
Q2 2023 | $1,357,876 | -27.9% | 29,111 | -27.1% | 0.52% | -31.4% |
Q1 2023 | $1,883,437 | -8.0% | 39,942 | -9.4% | 0.76% | -12.5% |
Q4 2022 | $2,047,523 | -49.3% | 44,088 | -49.6% | 0.87% | -53.0% |
Q3 2022 | $4,037,000 | -6.0% | 87,408 | -3.6% | 1.84% | -0.5% |
Q2 2022 | $4,295,000 | +13.5% | 90,629 | +20.0% | 1.85% | +29.3% |
Q1 2022 | $3,783,000 | +20.0% | 75,534 | +20.8% | 1.43% | +25.4% |
Q4 2021 | $3,153,000 | -3.8% | 62,537 | -2.5% | 1.14% | -4.4% |
Q3 2021 | $3,276,000 | +13.2% | 64,164 | +13.6% | 1.20% | +6.4% |
Q2 2021 | $2,895,000 | +4.2% | 56,461 | +4.3% | 1.12% | -2.3% |
Q1 2021 | $2,777,000 | +1.1% | 54,146 | +1.8% | 1.15% | -8.8% |
Q4 2020 | $2,746,000 | +4.9% | 53,181 | +4.7% | 1.26% | -12.5% |
Q3 2020 | $2,617,000 | +0.5% | 50,775 | +0.4% | 1.44% | -0.3% |
Q2 2020 | $2,603,000 | +30.4% | 50,583 | +27.9% | 1.45% | +11.5% |
Q1 2020 | $1,996,000 | +0.1% | 39,539 | -0.1% | 1.30% | +33.3% |
Q4 2019 | $1,995,000 | +2.7% | 39,596 | +2.9% | 0.97% | -8.5% |
Q3 2019 | $1,942,000 | +3.2% | 38,472 | +3.1% | 1.06% | -0.1% |
Q2 2019 | $1,882,000 | -0.8% | 37,330 | -1.9% | 1.06% | -4.8% |
Q1 2019 | $1,897,000 | +1.8% | 38,050 | +0.2% | 1.12% | -7.5% |
Q4 2018 | $1,863,000 | – | 37,985 | – | 1.21% | – |
Download |
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% |