ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 251 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $13,928,000 | -2.2% | 293,830 | 0.0% | 0.44% | +10.8% |
| Q1 2022 | $14,239,000 | -3.9% | 293,830 | 0.0% | 0.40% | -1.0% |
| Q4 2021 | $14,818,000 | -1.3% | 293,830 | 0.0% | 0.40% | -8.6% |
| Q3 2021 | $15,006,000 | -0.4% | 293,830 | 0.0% | 0.44% | -1.6% |
| Q2 2021 | $15,071,000 | 0.0% | 293,830 | 0.0% | 0.45% | -7.1% |
| Q1 2021 | $15,071,000 | -0.7% | 293,830 | 0.0% | 0.48% | -7.9% |
| Q4 2020 | $15,173,000 | +0.2% | 293,830 | 0.0% | 0.52% | -9.8% |
| Q3 2020 | $15,147,000 | +0.2% | 293,830 | 0.0% | 0.58% | -4.9% |
| Q2 2020 | $15,123,000 | +1.8% | 293,830 | -0.1% | 0.61% | -9.0% |
| Q1 2020 | $14,855,000 | – | 294,155 | – | 0.67% | – |
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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% |