ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,683 | +37.7% | 7,863 | +38.4% | 0.13% | +41.8% |
| Q2 2023 | $264,912 | -1.0% | 5,680 | +0.1% | 0.09% | -6.2% |
| Q1 2023 | $267,663 | -0.2% | 5,677 | -1.7% | 0.10% | -4.9% |
| Q4 2022 | $268,248 | -29.0% | 5,775 | -29.6% | 0.10% | -31.1% |
| Q3 2022 | $378,000 | -14.9% | 8,203 | -12.4% | 0.15% | -16.4% |
| Q2 2022 | $444,000 | -29.3% | 9,365 | -27.8% | 0.18% | -14.1% |
| Q1 2022 | $628,000 | -1.9% | 12,965 | +2.2% | 0.21% | -6.4% |
| Q4 2021 | $640,000 | – | 12,684 | – | 0.22% | – |
Download | ||||||
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% |