ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $483,575 | -52.6% | 10,255 | -53.3% | 0.06% | -55.2% |
Q4 2022 | $1,020,287 | +11.0% | 21,970 | +10.2% | 0.14% | -4.0% |
Q3 2022 | $919,000 | -14.0% | 19,935 | -11.6% | 0.15% | -10.8% |
Q2 2022 | $1,069,000 | +12.1% | 22,545 | +14.5% | 0.17% | +24.6% |
Q1 2022 | $954,000 | -7.8% | 19,695 | -4.0% | 0.13% | -8.8% |
Q4 2021 | $1,035,000 | -13.5% | 20,520 | -12.4% | 0.15% | -21.0% |
Q3 2021 | $1,196,000 | +23.2% | 23,425 | +23.7% | 0.19% | +22.4% |
Q2 2021 | $971,000 | +45.1% | 18,930 | +45.2% | 0.15% | +39.4% |
Q1 2021 | $669,000 | – | 13,035 | – | 0.11% | – |
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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% |