ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 6.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,640,280 | -0.1% | 34,627 | +0.1% | 0.16% | -5.3% |
| Q1 2024 | $1,641,802 | +0.2% | 34,608 | +0.4% | 0.17% | -11.0% |
| Q4 2023 | $1,639,169 | +0.8% | 34,465 | -1.7% | 0.19% | -11.2% |
| Q3 2023 | $1,626,020 | +3.8% | 35,059 | +4.4% | 0.22% | +5.9% |
| Q2 2023 | $1,566,404 | +6.6% | 33,585 | +7.8% | 0.20% | -3.8% |
| Q1 2023 | $1,469,116 | -0.4% | 31,155 | -1.9% | 0.21% | -12.8% |
| Q4 2022 | $1,475,413 | – | 31,770 | – | 0.24% | – |
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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% |