ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 385 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,146 | -24.0% | 8,606 | -23.5% | 0.19% | -21.7% |
| Q2 2023 | $524,887 | -2.9% | 11,254 | -1.9% | 0.24% | -13.5% |
| Q1 2023 | $540,727 | -6.8% | 11,467 | -8.2% | 0.28% | -15.8% |
| Q4 2022 | $579,943 | -54.4% | 12,488 | -54.8% | 0.34% | -57.8% |
| Q3 2022 | $1,273,000 | -14.1% | 27,608 | -11.7% | 0.79% | -21.9% |
| Q2 2022 | $1,482,000 | -22.4% | 31,262 | -20.7% | 1.02% | -10.3% |
| Q1 2022 | $1,910,000 | -21.9% | 39,404 | -18.8% | 1.13% | -17.5% |
| Q4 2021 | $2,447,000 | – | 48,529 | – | 1.37% | – |
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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% |