ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 95 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $28,000 | 0.0% | 560 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $28,000 | 0.0% | 560 | +100.0% | 0.00% | 0.0% |
| Q2 2016 | $28,000 | -47.2% | 280 | -47.2% | 0.00% | -50.0% |
| Q1 2016 | $53,000 | -52.7% | 530 | -53.1% | 0.00% | -50.0% |
| Q4 2015 | $112,000 | -0.9% | 1,130 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $113,000 | 0.0% | 1,130 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $113,000 | -0.9% | 1,130 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $114,000 | +0.9% | 1,130 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $113,000 | +88.3% | 1,130 | +88.3% | 0.00% | +100.0% |
| Q3 2014 | $60,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $60,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $60,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $60,000 | +1.7% | 600 | 0.0% | 0.00% | -33.3% |
| Q3 2013 | $59,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $59,000 | – | 600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newman & Schimel, LLC | 848,413 | $40,215,000 | 19.34% |
| MARYLAND CAPITAL ADVISORS INC. | 370,527 | $17,563,000 | 18.53% |
| Campbell Wealth Management | 2,280,073 | $108,075,000 | 15.14% |
| Old North State Trust, LLC | 325 | $15,414,000 | 14.09% |
| Klaas Financial Asset Advisors, LLC | 1,176,754 | $55,778,000 | 13.83% |
| Opal Wealth Advisors, LLC | 420,466 | $19,930,000 | 13.18% |
| Prosperity Planning, Inc. | 513,160 | $25,213,000 | 12.88% |
| Buttonwood Financial Advisors Inc. | 265,115 | $12,566,000 | 11.34% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |