ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 66 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $18,828,000 | +2.8% | 364,609 | +2.6% | 2.37% | -12.1% |
| Q3 2020 | $18,316,000 | +21.5% | 355,306 | +21.3% | 2.70% | +15.4% |
| Q2 2020 | $15,072,000 | +24.9% | 292,836 | +22.5% | 2.34% | +3.2% |
| Q1 2020 | $12,068,000 | +152.8% | 238,973 | +152.3% | 2.26% | +189.3% |
| Q4 2019 | $4,774,000 | +1222.4% | 94,720 | +1221.6% | 0.78% | +1123.4% |
| Q3 2019 | $361,000 | +18.0% | 7,167 | +18.0% | 0.06% | +16.4% |
| Q2 2019 | $306,000 | -3.8% | 6,072 | -5.0% | 0.06% | -6.8% |
| Q1 2019 | $318,000 | +1.3% | 6,394 | -0.2% | 0.06% | -10.6% |
| Q4 2018 | $314,000 | -4.3% | 6,406 | -4.4% | 0.07% | +10.0% |
| Q3 2018 | $328,000 | -6.3% | 6,699 | -6.2% | 0.06% | -13.0% |
| Q2 2018 | $350,000 | +28.7% | 7,139 | +30.3% | 0.07% | +27.8% |
| Q4 2017 | $272,000 | +77.8% | 5,478 | +78.2% | 0.05% | +35.0% |
| Q4 2016 | $153,000 | -0.6% | 3,074 | +100.0% | 0.04% | -7.0% |
| Q1 2016 | $154,000 | – | 1,537 | – | 0.04% | – |
Download | ||||||
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% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |