ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 385 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $231,971 | -7.1% | 4,897 | -6.9% | 0.02% | -10.0% |
| Q1 2024 | $249,630 | +0.9% | 5,262 | +1.2% | 0.02% | -4.8% |
| Q4 2023 | $247,408 | -61.8% | 5,202 | -62.8% | 0.02% | -64.4% |
| Q3 2023 | $648,022 | -0.2% | 13,972 | +0.4% | 0.06% | +7.3% |
| Q2 2023 | $649,323 | -4.4% | 13,922 | -3.3% | 0.06% | -8.3% |
| Q1 2023 | $678,938 | -10.2% | 14,398 | -10.3% | 0.06% | -9.1% |
| Q4 2022 | $756,021 | +10.9% | 16,048 | +8.3% | 0.07% | -5.7% |
| Q3 2022 | $682,000 | -0.3% | 14,813 | +2.6% | 0.07% | +4.5% |
| Q2 2022 | $684,000 | – | 14,443 | – | 0.07% | – |
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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% |