ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 315 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $938 | -40.0% | 19,808 | -39.9% | 0.05% | -45.2% |
| Q1 2024 | $1,564 | – | 32,965 | – | 0.08% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $1,184,000 | +5.0% | 23,079 | +5.7% | 0.06% | -16.9% |
| Q4 2020 | $1,128,000 | +86.8% | 21,834 | +86.0% | 0.08% | +60.4% |
| Q2 2020 | $604,000 | -48.0% | 11,736 | -49.0% | 0.05% | -40.7% |
| Q3 2019 | $1,161,000 | +205.5% | 22,990 | +205.0% | 0.08% | +224.0% |
| Q2 2019 | $380,000 | – | 7,538 | – | 0.02% | – |
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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% |