EXCALIBUR MANAGEMENT CORP - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 380 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
EXCALIBUR MANAGEMENT CORP ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$479,000
-35.4%
9,880
-32.9%
0.21%
-30.4%
Q4 2021$742,000
-0.4%
14,716
+0.9%
0.30%
-8.3%
Q3 2021$745,000
+2.9%
14,590
+3.4%
0.33%
-0.6%
Q2 2021$724,00014,1150.33%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Newman & Schimel, LLC 848,413$40,215,00019.34%
MARYLAND CAPITAL ADVISORS INC. 370,527$17,563,00018.53%
Campbell Wealth Management 2,280,073$108,075,00015.14%
Old North State Trust, LLC 325$15,414,00014.09%
Klaas Financial Asset Advisors, LLC 1,176,754$55,778,00013.83%
Opal Wealth Advisors, LLC 420,466$19,930,00013.18%
Prosperity Planning, Inc. 513,160$25,213,00012.88%
Buttonwood Financial Advisors Inc. 265,115$12,566,00011.34%
Courage Miller Partners, LLC 461,490$21,875,00010.39%
Oak Asset Management, LLC 461,490$21,875,00010.39%
View complete list of ISHARES TR shareholders