ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,261,731 | -11.7% | 714,810 | -11.4% | 0.01% | -8.3% |
| Q2 2023 | $37,667,544 | -70.2% | 806,928 | -69.9% | 0.01% | -70.7% |
| Q1 2023 | $126,524,916 | -38.9% | 2,682,687 | -39.8% | 0.04% | -42.3% |
| Q4 2022 | $207,177,000 | +14.4% | 4,459,917 | +11.9% | 0.07% | +6.0% |
| Q3 2022 | $181,120,000 | +5.7% | 3,985,139 | +10.3% | 0.07% | +11.7% |
| Q2 2022 | $171,420,000 | -22.0% | 3,613,123 | -20.3% | 0.06% | -7.7% |
| Q1 2022 | $219,780,000 | +23.2% | 4,530,718 | +28.0% | 0.06% | +32.7% |
| Q4 2021 | $178,427,000 | +15.7% | 3,539,558 | +17.2% | 0.05% | 0.0% |
| Q3 2021 | $154,243,000 | +1.3% | 3,019,635 | +1.7% | 0.05% | +4.3% |
| Q2 2021 | $152,248,000 | -7.5% | 2,967,925 | -5.3% | 0.05% | -14.5% |
| Q1 2021 | $164,525,000 | +6.4% | 3,135,555 | +4.5% | 0.06% | 0.0% |
| Q4 2020 | $154,566,000 | -43.8% | 3,000,544 | -43.7% | 0.06% | -50.9% |
| Q3 2020 | $274,826,000 | +19.3% | 5,332,091 | +19.2% | 0.11% | +13.1% |
| Q2 2020 | $230,307,000 | +114.8% | 4,473,972 | +110.6% | 0.10% | +76.8% |
| Q1 2020 | $107,237,000 | +199.3% | 2,124,113 | +199.0% | 0.06% | +273.3% |
| Q4 2019 | $35,835,000 | -13.2% | 710,418 | -13.2% | 0.02% | -21.1% |
| Q3 2019 | $41,285,000 | -33.9% | 818,200 | -34.0% | 0.02% | -32.1% |
| Q2 2019 | $62,505,000 | +998.5% | 1,239,137 | +987.5% | 0.03% | +833.3% |
| Q1 2019 | $5,690,000 | +101.1% | 113,946 | +97.6% | 0.00% | +200.0% |
| Q4 2018 | $2,829,000 | +24.8% | 57,657 | +24.6% | 0.00% | 0.0% |
| Q3 2018 | $2,267,000 | -17.4% | 46,263 | -17.2% | 0.00% | 0.0% |
| Q2 2018 | $2,743,000 | +3.1% | 55,879 | +3.6% | 0.00% | 0.0% |
| Q1 2018 | $2,661,000 | -8.6% | 53,931 | -7.9% | 0.00% | 0.0% |
| Q4 2017 | $2,910,000 | +6.7% | 58,578 | +8.0% | 0.00% | 0.0% |
| Q3 2017 | $2,728,000 | +69.2% | 54,264 | +69.2% | 0.00% | 0.0% |
| Q2 2017 | $1,612,000 | -53.3% | 32,077 | -53.5% | 0.00% | -50.0% |
| Q1 2017 | $3,455,000 | +39.4% | 68,938 | +37.3% | 0.00% | +100.0% |
| Q4 2016 | $2,478,000 | +15.0% | 50,216 | +18.1% | 0.00% | 0.0% |
| Q3 2016 | $2,154,000 | +45.2% | 42,519 | +191.1% | 0.00% | 0.0% |
| Q2 2016 | $1,483,000 | +235.5% | 14,604 | +232.5% | 0.00% | – |
| Q1 2016 | $442,000 | -41.9% | 4,392 | -42.7% | 0.00% | – |
| Q4 2015 | $761,000 | +51.6% | 7,664 | +53.2% | 0.00% | – |
| Q3 2015 | $502,000 | +428.4% | 5,002 | +428.2% | 0.00% | – |
| Q3 2014 | $95,000 | +295.8% | 947 | +297.9% | 0.00% | – |
| Q2 2014 | $24,000 | +380.0% | 238 | +366.7% | 0.00% | – |
| Q1 2014 | $5,000 | -89.4% | 51 | -89.1% | 0.00% | – |
| Q4 2013 | $47,000 | -57.3% | 466 | -57.5% | 0.00% | – |
| Q3 2013 | $110,000 | – | 1,096 | – | 0.00% | – |
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% |