ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 203 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $589,000 | -0.5% | 11,542 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $592,000 | 0.0% | 11,542 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $592,000 | -0.7% | 11,542 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $596,000 | -2.0% | 11,542 | -2.1% | 0.02% | -19.0% |
| Q3 2020 | $608,000 | -4.3% | 11,792 | -4.3% | 0.02% | -19.2% |
| Q2 2020 | $635,000 | +0.2% | 12,328 | -1.7% | 0.03% | -27.8% |
| Q1 2020 | $634,000 | -3.9% | 12,547 | -4.3% | 0.04% | +16.1% |
| Q4 2019 | $660,000 | -0.3% | 13,104 | 0.0% | 0.03% | -8.8% |
| Q3 2019 | $662,000 | +34.8% | 13,104 | +34.5% | 0.03% | +30.8% |
| Q2 2019 | $491,000 | -8.2% | 9,742 | -9.3% | 0.03% | -7.1% |
| Q1 2019 | $535,000 | +1.5% | 10,738 | 0.0% | 0.03% | -9.7% |
| Q4 2018 | $527,000 | -3.5% | 10,738 | -3.7% | 0.03% | -6.1% |
| Q3 2018 | $546,000 | -0.2% | 11,149 | 0.0% | 0.03% | -17.5% |
| Q2 2018 | $547,000 | -9.4% | 11,149 | -8.8% | 0.04% | -4.8% |
| Q1 2018 | $604,000 | -0.8% | 12,229 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $609,000 | -1.0% | 12,229 | 0.0% | 0.04% | -14.3% |
| Q3 2017 | $615,000 | -5.7% | 12,229 | -5.7% | 0.05% | -14.0% |
| Q2 2017 | $652,000 | -0.2% | 12,969 | -0.5% | 0.06% | +1.8% |
| Q1 2017 | $653,000 | -8.2% | 13,029 | -8.4% | 0.06% | -12.5% |
| Q4 2016 | $711,000 | -5.7% | 14,225 | -4.4% | 0.06% | -7.2% |
| Q3 2016 | $754,000 | -10.0% | 14,880 | +80.3% | 0.07% | -13.8% |
| Q2 2016 | $838,000 | +1.0% | 8,251 | +0.0% | 0.08% | -2.4% |
| Q1 2016 | $830,000 | +6.3% | 8,249 | +4.9% | 0.08% | +15.5% |
| Q4 2015 | $781,000 | -12.7% | 7,866 | -11.8% | 0.07% | -24.5% |
| Q3 2015 | $895,000 | -8.1% | 8,917 | -8.2% | 0.09% | -1.1% |
| Q2 2015 | $974,000 | -61.9% | 9,709 | -61.7% | 0.10% | -62.2% |
| Q1 2015 | $2,559,000 | -33.5% | 25,361 | -34.0% | 0.25% | -35.6% |
| Q4 2014 | $3,850,000 | -51.7% | 38,427 | -51.7% | 0.39% | -51.6% |
| Q3 2014 | $7,965,000 | – | 79,572 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newman & Schimel, LLC | 814,669 | $37,833,245 | 17.09% |
| MARYLAND CAPITAL ADVISORS INC. | 332,590 | $15,445,480 | 14.42% |
| Prosperity Planning, Inc. | 529,320 | $26,451,010 | 13.07% |
| Buttonwood Financial Advisors Inc. | 277,755 | $12,898,957 | 10.86% |
| Opal Wealth Advisors, LLC | 394,644 | $18,327,267 | 10.11% |
| Old North State Trust, LLC | 327,216 | $15,196 | 9.99% |
| Courage Miller Partners, LLC | 445,031 | $20,667,253 | 9.52% |
| Boyd Wealth Management, LLC | 243,763 | $11,320,354 | 8.31% |
| CAPITAL INSIGHT PARTNERS, LLC | 622,310 | $28,900,076 | 7.49% |
| Onyx Bridge Wealth Group LLC | 369,850 | $17,323,788 | 7.05% |