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 | $229,000 | -0.4% | 4,480 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $230,000 | 0.0% | 4,480 | 0.0% | 0.05% | -9.6% |
| Q1 2021 | $230,000 | -1.3% | 4,480 | -0.7% | 0.05% | -5.5% |
| Q4 2020 | $233,000 | -0.9% | 4,513 | -1.2% | 0.06% | -9.8% |
| Q3 2020 | $235,000 | -2.5% | 4,566 | -2.3% | 0.06% | -14.1% |
| Q2 2020 | $241,000 | +2.1% | 4,674 | 0.0% | 0.07% | -30.4% |
| Q1 2020 | $236,000 | -5.2% | 4,674 | -5.4% | 0.10% | +54.5% |
| Q4 2019 | $249,000 | -3.1% | 4,942 | -2.9% | 0.07% | -10.8% |
| Q3 2019 | $257,000 | -2.7% | 5,087 | -2.9% | 0.07% | -6.3% |
| Q2 2019 | $264,000 | +31.3% | 5,241 | +29.9% | 0.08% | +25.4% |
| Q1 2019 | $201,000 | – | 4,034 | – | 0.06% | – |
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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% |