ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $241,000 | -37.2% | 4,714 | -37.0% | 0.04% | -36.2% |
| Q2 2021 | $384,000 | -34.6% | 7,485 | -34.5% | 0.06% | -37.6% |
| Q1 2021 | $587,000 | -0.3% | 11,435 | +0.3% | 0.09% | -5.1% |
| Q4 2020 | $589,000 | +0.5% | 11,405 | +0.3% | 0.10% | -11.7% |
| Q3 2020 | $586,000 | -1.3% | 11,367 | -1.4% | 0.11% | -5.1% |
| Q2 2020 | $594,000 | -1.8% | 11,532 | -3.7% | 0.12% | -25.0% |
| Q1 2020 | $605,000 | +0.3% | 11,980 | +0.1% | 0.16% | +31.1% |
| Q4 2019 | $603,000 | +195.6% | 11,971 | +195.8% | 0.12% | +170.5% |
| Q3 2019 | $204,000 | +0.5% | 4,047 | +0.4% | 0.04% | -10.2% |
| Q2 2019 | $203,000 | – | 4,032 | – | 0.05% | – |
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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% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |