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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $460,141 | -16.1% | 9,758 | -17.4% | 0.01% | -84.0% |
| Q4 2022 | $548,642 | +22.2% | 11,814 | +21.3% | 0.08% | +15.4% |
| Q3 2022 | $449,000 | -33.2% | 9,736 | -31.4% | 0.06% | -25.3% |
| Q2 2022 | $672,000 | -11.6% | 14,183 | -9.5% | 0.09% | -6.5% |
| Q1 2022 | $760,000 | +3.7% | 15,673 | +7.8% | 0.09% | +13.4% |
| Q4 2021 | $733,000 | -3.6% | 14,544 | -2.2% | 0.08% | -29.9% |
| Q3 2021 | $760,000 | -23.2% | 14,878 | -22.9% | 0.12% | -46.3% |
| Q1 2021 | $990,000 | -92.0% | 19,294 | -91.9% | 0.22% | +19.1% |
| Q4 2020 | $12,338,000 | -27.0% | 238,933 | -27.1% | 0.18% | -41.0% |
| Q3 2020 | $16,890,000 | +106.9% | 327,660 | +106.6% | 0.31% | +92.5% |
| Q2 2020 | $8,163,000 | -16.9% | 158,598 | -18.5% | 0.16% | -46.9% |
| Q1 2020 | $9,824,000 | +148.6% | 194,523 | +148.1% | 0.30% | +152.5% |
| Q4 2019 | $3,951,000 | +65.7% | 78,395 | +66.0% | 0.12% | +23.7% |
| Q3 2019 | $2,384,000 | +19.1% | 47,217 | +18.9% | 0.10% | +12.8% |
| Q2 2019 | $2,002,000 | – | 39,701 | – | 0.09% | – |
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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% |