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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $633,783 | +99395.0% | 13,665 | 0.0% | 0.03% | +3.7% |
| Q2 2023 | $637 | -1.1% | 13,665 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $644 | +1.4% | 13,665 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $635 | -99.9% | 13,665 | 0.0% | 0.03% | -34.9% |
| Q3 2022 | $630,000 | -34.5% | 13,665 | -32.7% | 0.04% | +2.4% |
| Q2 2022 | $962,000 | -35.5% | 20,295 | -34.1% | 0.04% | -26.3% |
| Q1 2022 | $1,492,000 | -3.9% | 30,780 | 0.0% | 0.06% | +1.8% |
| Q4 2021 | $1,553,000 | +76.1% | 30,780 | +78.3% | 0.06% | +64.7% |
| Q3 2021 | $882,000 | +254.2% | 17,265 | +256.1% | 0.03% | +277.8% |
| Q2 2021 | $249,000 | 0.0% | 4,848 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $249,000 | – | 4,848 | – | 0.01% | – |
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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% |