ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 37 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,046,027 | +2.8% | 22,082 | +3.0% | 0.02% | -4.3% |
Q1 2024 | $1,017,069 | +16.1% | 21,439 | +16.4% | 0.02% | +9.5% |
Q4 2023 | $876,248 | -10.0% | 18,424 | -12.2% | 0.02% | -19.2% |
Q3 2023 | $973,102 | -20.8% | 20,981 | -20.4% | 0.03% | -21.2% |
Q2 2023 | $1,228,716 | -28.3% | 26,345 | -27.5% | 0.03% | -29.8% |
Q1 2023 | $1,712,658 | -48.9% | 36,319 | -49.6% | 0.05% | -54.4% |
Q4 2022 | $3,349,701 | +9.5% | 72,130 | +8.7% | 0.10% | -4.6% |
Q3 2022 | $3,059,000 | +136.6% | 66,353 | +143.2% | 0.11% | +145.5% |
Q2 2022 | $1,293,000 | -2.3% | 27,282 | -0.2% | 0.04% | +12.8% |
Q1 2022 | $1,324,000 | -7.9% | 27,334 | -4.1% | 0.04% | -4.9% |
Q4 2021 | $1,438,000 | -61.6% | 28,509 | -61.1% | 0.04% | -65.5% |
Q3 2021 | $3,740,000 | -21.5% | 73,239 | -21.2% | 0.12% | -20.7% |
Q2 2021 | $4,765,000 | +8.2% | 92,898 | +8.2% | 0.15% | -8.5% |
Q1 2021 | $4,405,000 | +15.2% | 85,882 | +16.0% | 0.16% | +7.2% |
Q4 2020 | $3,823,000 | +10.0% | 74,034 | +9.8% | 0.15% | -6.7% |
Q3 2020 | $3,476,000 | -2.1% | 67,434 | -2.3% | 0.16% | -15.9% |
Q2 2020 | $3,551,000 | -14.3% | 68,994 | -15.9% | 0.20% | -28.0% |
Q1 2020 | $4,142,000 | -5.4% | 82,025 | -5.6% | 0.27% | +17.8% |
Q4 2019 | $4,378,000 | +16.8% | 86,879 | +16.9% | 0.23% | 0.0% |
Q3 2019 | $3,749,000 | 0.0% | 74,334 | 0.0% | 0.23% | 0.0% |
Q2 2019 | $3,749,000 | -1.7% | 74,334 | -2.8% | 0.23% | -14.2% |
Q1 2019 | $3,813,000 | +31.8% | 76,472 | +29.7% | 0.27% | +5.9% |
Q4 2018 | $2,893,000 | -8.2% | 58,978 | -8.3% | 0.25% | +10.0% |
Q3 2018 | $3,153,000 | +19.3% | 64,350 | +19.3% | 0.23% | +14.4% |
Q2 2018 | $2,644,000 | +41.9% | 53,922 | +42.8% | 0.20% | +34.9% |
Q1 2018 | $1,863,000 | +43.9% | 37,759 | +45.3% | 0.15% | +31.9% |
Q4 2017 | $1,295,000 | +7.4% | 25,981 | +8.3% | 0.11% | -18.1% |
Q3 2017 | $1,206,000 | +0.8% | 23,986 | +0.7% | 0.14% | -11.5% |
Q2 2017 | $1,197,000 | +1.5% | 23,814 | +1.2% | 0.16% | -8.8% |
Q1 2017 | $1,179,000 | +9.4% | 23,526 | +10.6% | 0.17% | -15.8% |
Q3 2016 | $1,078,000 | +36.3% | 21,274 | +173.3% | 0.20% | +12.8% |
Q2 2016 | $791,000 | +131.3% | 7,785 | +128.8% | 0.18% | +93.5% |
Q1 2016 | $342,000 | +307.1% | 3,403 | +303.7% | 0.09% | +244.4% |
Q4 2015 | $84,000 | -56.0% | 843 | -55.6% | 0.03% | -53.4% |
Q3 2015 | $191,000 | +26.5% | 1,900 | +26.4% | 0.06% | +28.9% |
Q2 2015 | $151,000 | -17.9% | 1,503 | -17.7% | 0.04% | -11.8% |
Q1 2015 | $184,000 | +17.2% | 1,826 | +16.9% | 0.05% | +4.1% |
Q4 2014 | $157,000 | – | 1,562 | – | 0.05% | – |
Download |
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% |