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 | $746,043 | -0.1% | 16,085 | +0.4% | 0.45% | +3.9% |
| Q2 2023 | $747,129 | -1.2% | 16,019 | -0.1% | 0.44% | -9.9% |
| Q1 2023 | $755,926 | +0.6% | 16,031 | -0.9% | 0.48% | -12.8% |
| Q4 2022 | $751,354 | -3.5% | 16,179 | -4.2% | 0.56% | -3.1% |
| Q3 2022 | $779,000 | -0.8% | 16,889 | +2.0% | 0.57% | +4.2% |
| Q2 2022 | $785,000 | -2.0% | 16,559 | +0.2% | 0.55% | +17.5% |
| Q1 2022 | $801,000 | -4.2% | 16,533 | -0.2% | 0.47% | +1.7% |
| Q4 2021 | $836,000 | +3.2% | 16,568 | +4.5% | 0.46% | -4.9% |
| Q3 2021 | $810,000 | -0.2% | 15,861 | +0.2% | 0.48% | -1.0% |
| Q2 2021 | $812,000 | -1.5% | 15,835 | -1.4% | 0.49% | -10.7% |
| Q1 2021 | $824,000 | -0.5% | 16,056 | +0.1% | 0.55% | -7.7% |
| Q4 2020 | $828,000 | +0.5% | 16,036 | +0.3% | 0.60% | -12.2% |
| Q3 2020 | $824,000 | +0.9% | 15,992 | +0.8% | 0.68% | -11.5% |
| Q2 2020 | $817,000 | +1.1% | 15,870 | -0.8% | 0.77% | -18.2% |
| Q1 2020 | $808,000 | -0.4% | 16,005 | -0.5% | 0.94% | +23.1% |
| Q4 2019 | $811,000 | – | 16,088 | – | 0.76% | – |
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% |