ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 102 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,522,000 | -10.1% | 31,010 | -9.6% | 0.17% | -10.5% |
| Q1 2018 | $1,693,000 | +20.8% | 34,310 | +21.9% | 0.19% | +24.2% |
| Q4 2017 | $1,402,000 | +39.5% | 28,139 | +40.8% | 0.15% | +31.9% |
| Q3 2017 | $1,005,000 | +1.7% | 19,987 | +1.6% | 0.12% | -13.4% |
| Q2 2017 | $988,000 | +0.4% | 19,663 | +0.1% | 0.13% | +13.6% |
| Q1 2017 | $984,000 | -26.5% | 19,641 | -26.6% | 0.12% | -30.2% |
| Q4 2016 | $1,338,000 | -26.6% | 26,757 | -25.6% | 0.17% | -29.0% |
| Q3 2016 | $1,822,000 | -0.3% | 35,978 | +100.0% | 0.24% | -3.6% |
| Q2 2016 | $1,827,000 | +0.1% | 17,989 | -0.8% | 0.25% | -2.8% |
| Q1 2016 | $1,825,000 | +0.8% | 18,138 | -0.5% | 0.25% | -0.8% |
| Q4 2015 | $1,810,000 | -62.9% | 18,234 | -62.5% | 0.26% | -64.1% |
| Q3 2015 | $4,878,000 | – | 48,611 | – | 0.71% | – |
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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% |