ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,131,975 | +0.1% | 154,038 | +1.1% | 4.30% | +2.8% |
| Q2 2023 | $7,126,540 | +0.1% | 152,374 | +0.9% | 4.18% | -6.4% |
| Q1 2023 | $7,117,424 | +8.5% | 150,985 | +7.9% | 4.47% | +2.2% |
| Q4 2022 | $6,559,245 | +4.6% | 139,916 | +2.3% | 4.37% | -6.2% |
| Q3 2022 | $6,271,000 | -1.1% | 136,752 | +1.9% | 4.66% | -0.7% |
| Q2 2022 | $6,341,000 | +6.7% | 134,255 | +8.3% | 4.69% | +13.5% |
| Q1 2022 | $5,941,000 | +22.4% | 123,970 | +27.9% | 4.13% | +19.0% |
| Q4 2021 | $4,855,000 | +0.4% | 96,897 | +2.3% | 3.47% | -6.4% |
| Q3 2021 | $4,834,000 | +2.7% | 94,759 | +3.1% | 3.71% | +1.8% |
| Q2 2021 | $4,708,000 | +10.0% | 91,894 | +10.1% | 3.64% | -3.2% |
| Q1 2021 | $4,279,000 | +13.4% | 83,437 | +13.8% | 3.76% | -4.2% |
| Q4 2020 | $3,773,000 | – | 73,330 | – | 3.93% | – |
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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% |