ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $319,883 | -5.5% | 6,897 | -5.0% | 0.00% | -20.0% |
Q2 2023 | $338,560 | -90.5% | 7,259 | -90.4% | 0.01% | -90.6% |
Q1 2023 | $3,552,075 | -31.3% | 75,328 | -32.3% | 0.05% | -36.1% |
Q4 2022 | $5,167,159 | +49.4% | 111,265 | +48.3% | 0.08% | +38.3% |
Q3 2022 | $3,458,808 | +9.3% | 75,028 | +12.4% | 0.06% | +1.7% |
Q2 2022 | $3,164,000 | +23.9% | 66,768 | +26.8% | 0.06% | +40.5% |
Q1 2022 | $2,553,000 | – | 52,674 | – | 0.04% | – |
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% |