ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 251 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,058,000 | +7.2% | 40,830 | +7.3% | 0.15% | +1.4% |
| Q3 2019 | $1,920,000 | +14.5% | 38,068 | +14.1% | 0.15% | +15.9% |
| Q2 2019 | $1,677,000 | +7.4% | 33,350 | +6.1% | 0.13% | -4.5% |
| Q1 2019 | $1,562,000 | +19.6% | 31,444 | +18.4% | 0.13% | +13.8% |
| Q4 2018 | $1,306,000 | -50.7% | 26,564 | -50.6% | 0.12% | -28.8% |
| Q1 2018 | $2,651,000 | +14.8% | 53,736 | +16.9% | 0.16% | -50.8% |
| Q2 2017 | $2,310,000 | -99.5% | 45,974 | +977.9% | 0.33% | +67.2% |
| Q4 2014 | $427,310,000 | – | 4,265 | – | 0.20% | – |
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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% |