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 | $256,945 | -0.6% | 5,540 | 0.0% | 0.10% | +5.3% |
| Q2 2023 | $258,386 | -18.7% | 5,540 | -17.8% | 0.10% | -21.5% |
| Q1 2023 | $317,825 | -19.7% | 6,740 | -20.9% | 0.12% | -21.9% |
| Q4 2022 | $395,685 | -0.3% | 8,520 | -1.2% | 0.16% | -7.7% |
| Q3 2022 | $397,000 | -2.9% | 8,620 | 0.0% | 0.17% | +3.7% |
| Q2 2022 | $409,000 | -2.2% | 8,620 | -2.3% | 0.16% | +14.1% |
| Q1 2022 | $418,000 | -3.7% | 8,819 | +2.4% | 0.14% | +0.7% |
| Q4 2021 | $434,000 | -1.1% | 8,614 | +0.1% | 0.14% | -5.4% |
| Q3 2021 | $439,000 | – | 8,605 | – | 0.15% | – |
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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% |