ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $646,743 | -0.1% | 13,653 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $647,698 | -0.3% | 13,653 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $649,337 | -60.1% | 13,653 | -61.1% | 0.00% | -66.7% |
Q3 2023 | $1,626,593 | -13.7% | 35,071 | -13.2% | 0.00% | 0.0% |
Q2 2023 | $1,885,235 | +337.3% | 40,421 | +342.1% | 0.00% | +200.0% |
Q1 2023 | $431,138 | -4.8% | 9,143 | -6.2% | 0.00% | 0.0% |
Q4 2022 | $452,836 | +863.5% | 9,751 | +866.4% | 0.00% | – |
Q3 2022 | $47,000 | +56.7% | 1,009 | +60.7% | 0.00% | – |
Q2 2022 | $30,000 | 0.0% | 628 | 0.0% | 0.00% | – |
Q1 2022 | $30,000 | -57.7% | 628 | -55.2% | 0.00% | – |
Q4 2021 | $71,000 | -1.4% | 1,403 | 0.0% | 0.00% | – |
Q3 2021 | $72,000 | 0.0% | 1,403 | 0.0% | 0.00% | – |
Q2 2021 | $72,000 | 0.0% | 1,403 | 0.0% | 0.00% | – |
Q1 2021 | $72,000 | 0.0% | 1,403 | 0.0% | 0.00% | – |
Q4 2020 | $72,000 | -94.7% | 1,403 | -94.7% | 0.00% | -100.0% |
Q3 2020 | $1,352,000 | +208.0% | 26,231 | +207.5% | 0.00% | +200.0% |
Q2 2020 | $439,000 | +295.5% | 8,531 | +287.1% | 0.00% | – |
Q1 2020 | $111,000 | 0.0% | 2,204 | 0.0% | 0.00% | – |
Q4 2019 | $111,000 | +4.7% | 2,204 | +4.8% | 0.00% | – |
Q3 2019 | $106,000 | +29.3% | 2,103 | +28.8% | 0.00% | – |
Q2 2019 | $82,000 | -34.9% | 1,633 | -35.0% | 0.00% | – |
Q1 2019 | $126,000 | -66.0% | 2,513 | -66.7% | 0.00% | -100.0% |
Q4 2018 | $371,000 | -15.5% | 7,556 | -15.7% | 0.00% | 0.0% |
Q3 2018 | $439,000 | -2.9% | 8,960 | -2.8% | 0.00% | 0.0% |
Q2 2018 | $452,000 | +6.4% | 9,221 | +7.1% | 0.00% | 0.0% |
Q1 2018 | $425,000 | +31.2% | 8,610 | +32.1% | 0.00% | 0.0% |
Q4 2017 | $324,000 | +2.5% | 6,517 | +3.6% | 0.00% | 0.0% |
Q3 2017 | $316,000 | +17.0% | 6,289 | +17.1% | 0.00% | 0.0% |
Q2 2017 | $270,000 | +7.6% | 5,372 | +7.4% | 0.00% | 0.0% |
Q1 2017 | $251,000 | +5.5% | 5,001 | +5.1% | 0.00% | 0.0% |
Q4 2016 | $238,000 | +33.7% | 4,759 | +35.1% | 0.00% | 0.0% |
Q3 2016 | $178,000 | +7.2% | 3,523 | +115.6% | 0.00% | 0.0% |
Q2 2016 | $166,000 | +133.8% | 1,634 | +130.1% | 0.00% | – |
Q1 2016 | $71,000 | +144.8% | 710 | +146.5% | 0.00% | – |
Q4 2015 | $29,000 | – | 288 | – | 0.00% | – |
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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% |