ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 76 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,360 | -1.0% | 10,163 | +7.1% | 0.08% | -56.6% |
| Q1 2017 | $476,000 | -11.4% | 9,488 | -11.6% | 0.18% | -17.8% |
| Q4 2016 | $537,000 | -40.9% | 10,733 | -40.1% | 0.21% | -42.9% |
| Q3 2016 | $908,000 | -7.5% | 17,927 | +85.4% | 0.37% | -14.6% |
| Q2 2016 | $982,000 | +3.9% | 9,668 | +2.9% | 0.44% | -1.6% |
| Q1 2016 | $945,000 | +34.6% | 9,391 | +32.8% | 0.44% | +11.8% |
| Q4 2015 | $702,000 | – | 7,073 | – | 0.40% | – |
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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% |