ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,845,000 | -14.4% | 61,921 | -11.7% | 2.42% | -16.7% |
| Q2 2022 | $3,324,000 | +3.2% | 70,120 | +5.5% | 2.91% | +18.9% |
| Q1 2022 | $3,220,000 | -4.1% | 66,452 | -0.2% | 2.44% | -5.9% |
| Q4 2021 | $3,359,000 | +2.9% | 66,610 | +4.2% | 2.60% | -6.3% |
| Q3 2021 | $3,264,000 | +1.1% | 63,918 | +1.6% | 2.77% | +0.1% |
| Q2 2021 | $3,227,000 | +22.5% | 62,914 | +22.5% | 2.77% | +11.6% |
| Q1 2021 | $2,634,000 | -6.1% | 51,354 | -5.4% | 2.48% | -10.0% |
| Q4 2020 | $2,804,000 | – | 54,306 | – | 2.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARYLAND CAPITAL ADVISORS INC. | 355,009 | $17,903,000 | 14.77% |
| Klaas Financial Asset Advisors, LLC | 1,173,904 | $59,200,000 | 13.37% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 372,528 | $18,787,000 | 13.15% |
| Prosperity Planning, Inc. | 513,160 | $25,879,000 | 13.12% |
| Buttonwood Financial Advisors Inc. | 247,738 | $12,493,000 | 12.22% |
| Old North State Trust, LLC | 322,018 | $16,239,000 | 11.66% |
| Newman & Schimel, LLC | 372,523 | $18,786,000 | 10.66% |
| Campbell Wealth Management | 1,529,742 | $77,145,000 | 8.82% |
| Courage Miller Partners, LLC | 453,486 | $22,869,000 | 8.65% |
| Hudson Capital Management LLC | 419,112 | $21,136,000 | 7.66% |