ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $182,569,408 | +69.8% | 3,936,382 | +70.8% | 0.05% | +67.7% |
| Q2 2023 | $107,490,524 | -3.1% | 2,304,810 | -2.0% | 0.03% | -8.8% |
| Q1 2023 | $110,890,999 | -0.1% | 2,351,626 | -1.6% | 0.03% | -5.6% |
| Q4 2022 | $110,974,556 | -2.2% | 2,389,633 | -2.9% | 0.04% | -12.2% |
| Q3 2022 | $113,482,000 | -32.0% | 2,461,646 | -30.1% | 0.04% | -29.3% |
| Q2 2022 | $166,809,000 | -2.4% | 3,519,182 | -0.2% | 0.06% | +13.7% |
| Q1 2022 | $170,891,000 | -5.2% | 3,526,450 | -1.3% | 0.05% | -3.8% |
| Q4 2021 | $180,261,000 | -0.5% | 3,574,501 | +0.7% | 0.05% | -10.2% |
| Q3 2021 | $181,207,000 | +205.1% | 3,548,215 | +208.5% | 0.06% | +145.8% |
| Q4 2020 | $59,397,000 | -7.0% | 1,150,225 | -7.2% | 0.02% | -17.2% |
| Q3 2020 | $63,875,000 | -60.5% | 1,239,092 | -60.6% | 0.03% | -63.3% |
| Q2 2020 | $161,870,000 | -4.4% | 3,144,944 | -6.2% | 0.08% | -20.2% |
| Q1 2020 | $169,327,000 | – | 3,353,017 | – | 0.10% | – |
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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% |