ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 360 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $435,664 | -1.1% | 9,341 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $440,475 | +1.5% | 9,341 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $433,796 | +0.6% | 9,341 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $431,000 | -28.9% | 9,341 | -27.0% | 0.01% | -25.0% |
| Q2 2022 | $606,000 | +8.4% | 12,791 | +10.8% | 0.01% | +20.0% |
| Q1 2022 | $559,000 | -4.0% | 11,542 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $582,000 | – | 11,542 | – | 0.01% | – |
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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% |