ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 149 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $176,172,000 | -1.9% | 3,495,474 | -1.7% | 0.25% | -9.4% |
| Q3 2019 | $179,594,000 | -35.0% | 3,557,002 | -35.1% | 0.28% | -37.3% |
| Q2 2019 | $276,360,000 | +8.1% | 5,480,083 | +6.9% | 0.44% | +1.9% |
| Q1 2019 | $255,720,000 | -39.3% | 5,128,757 | -40.2% | 0.43% | -45.8% |
| Q4 2018 | $421,079,000 | -5.5% | 8,582,960 | -5.7% | 0.80% | +3.4% |
| Q3 2018 | $445,811,000 | -3.9% | 9,098,198 | -3.8% | 0.77% | -9.3% |
| Q2 2018 | $464,026,000 | – | 9,454,483 | – | 0.85% | – |
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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% |