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 | $11,423,812 | -0.7% | 241,162 | -0.5% | 0.12% | -1.6% |
| Q1 2024 | $11,502,977 | -8.9% | 242,474 | -8.9% | 0.12% | -16.3% |
| Q4 2023 | $12,631,426 | +0.7% | 266,205 | -1.5% | 0.15% | -3.3% |
| Q3 2023 | $12,539,580 | -12.1% | 270,366 | -11.6% | 0.15% | 0.0% |
| Q2 2023 | $14,260,542 | -18.6% | 305,758 | -17.7% | 0.15% | -29.6% |
| Q1 2023 | $17,521,114 | +1935.7% | 371,564 | +1904.8% | 0.22% | +620.0% |
| Q4 2022 | $860,704 | -57.8% | 18,534 | -55.9% | 0.03% | -58.3% |
| Q1 2022 | $2,038,000 | +4.2% | 42,056 | +8.4% | 0.07% | +10.8% |
| Q4 2021 | $1,956,000 | +0.4% | 38,792 | +1.7% | 0.06% | -9.7% |
| Q3 2021 | $1,948,000 | +618.8% | 38,135 | +620.5% | 0.07% | +554.5% |
| Q2 2021 | $271,000 | +21.0% | 5,293 | +21.3% | 0.01% | +10.0% |
| Q1 2021 | $224,000 | +202.7% | 4,365 | +202.7% | 0.01% | +150.0% |
| Q2 2020 | $74,000 | +2.8% | 1,442 | +0.5% | 0.00% | -20.0% |
| Q1 2020 | $72,000 | – | 1,435 | – | 0.01% | – |
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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% |