ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,948 | -52.9% | 685 | -52.4% | 0.02% | -41.4% |
| Q1 2023 | $67,856 | -7.8% | 1,439 | -9.2% | 0.03% | -19.4% |
| Q4 2022 | $73,561 | -1.9% | 1,584 | -2.4% | 0.04% | +5.9% |
| Q3 2022 | $75,000 | -25.0% | 1,623 | -23.3% | 0.03% | -24.4% |
| Q2 2022 | $100,000 | -51.0% | 2,115 | -50.0% | 0.04% | +7.1% |
| Q1 2022 | $204,000 | +1.0% | 4,230 | +5.8% | 0.04% | -52.8% |
| Q4 2021 | $202,000 | -1.0% | 3,998 | 0.0% | 0.09% | -10.1% |
| Q3 2021 | $204,000 | -0.5% | 3,998 | 0.0% | 0.10% | -5.7% |
| Q2 2021 | $205,000 | 0.0% | 3,998 | 0.0% | 0.10% | -13.2% |
| Q1 2021 | $205,000 | 0.0% | 3,998 | +0.6% | 0.12% | -11.7% |
| Q4 2020 | $205,000 | 0.0% | 3,975 | 0.0% | 0.14% | -9.3% |
| Q3 2020 | $205,000 | -0.5% | 3,975 | -0.6% | 0.15% | -5.6% |
| Q2 2020 | $206,000 | +9.0% | 3,999 | +6.8% | 0.16% | -11.1% |
| Q1 2020 | $189,000 | 0.0% | 3,746 | -0.3% | 0.18% | +13.2% |
| Q4 2019 | $189,000 | – | 3,758 | – | 0.16% | – |
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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% |