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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $921,408 | -28.9% | 19,756 | -29.2% | 0.09% | +62.1% |
| Q4 2022 | $1,295,913 | -5.9% | 27,905 | -6.6% | 0.06% | -28.4% |
| Q3 2022 | $1,377,000 | -0.6% | 29,867 | +2.5% | 0.08% | -34.1% |
| Q2 2022 | $1,386,000 | +4.8% | 29,145 | +6.8% | 0.12% | +64.0% |
| Q1 2022 | $1,322,000 | +42.8% | 27,280 | +48.6% | 0.08% | -3.8% |
| Q4 2021 | $926,000 | +30.1% | 18,359 | +32.3% | 0.08% | +36.8% |
| Q1 2021 | $712,000 | +161.8% | 13,874 | +163.4% | 0.06% | +128.0% |
| Q4 2020 | $272,000 | – | 5,267 | – | 0.02% | – |
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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% |