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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,092,643 | -43.3% | 22,974 | -44.8% | 0.12% | -48.9% |
| Q3 2023 | $1,928,712 | -0.8% | 41,585 | -0.2% | 0.23% | -1.7% |
| Q2 2023 | $1,944,188 | -1.1% | 41,685 | 0.0% | 0.24% | -4.5% |
| Q1 2023 | $1,965,656 | +1.5% | 41,685 | 0.0% | 0.25% | -6.1% |
| Q4 2022 | $1,935,851 | -17.8% | 41,685 | -18.4% | 0.26% | -23.2% |
| Q3 2022 | $2,355,000 | +24.4% | 51,091 | +27.9% | 0.34% | +19.2% |
| Q2 2022 | $1,893,000 | -2.2% | 39,935 | 0.0% | 0.29% | +2.1% |
| Q1 2022 | $1,935,000 | -9.1% | 39,935 | -5.4% | 0.28% | -1.4% |
| Q4 2021 | $2,129,000 | -3.3% | 42,219 | -2.0% | 0.28% | -6.0% |
| Q3 2021 | $2,201,000 | -2.2% | 43,094 | -1.7% | 0.30% | -8.5% |
| Q2 2021 | $2,250,000 | +12.8% | 43,861 | +12.8% | 0.33% | +14.2% |
| Q1 2021 | $1,994,000 | +12.3% | 38,886 | +13.1% | 0.29% | +4.0% |
| Q4 2020 | $1,776,000 | – | 34,386 | – | 0.28% | – |
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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% |