ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 261 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $359,000 | -34.8% | 6,962 | -36.2% | 0.13% | -51.9% |
| Q1 2020 | $551,000 | +27.5% | 10,905 | +27.2% | 0.27% | +56.7% |
| Q4 2019 | $432,000 | +3.8% | 8,573 | +3.7% | 0.17% | -0.6% |
| Q3 2019 | $416,000 | +19.9% | 8,268 | +20.0% | 0.17% | +13.9% |
| Q2 2019 | $347,000 | +0.9% | 6,890 | 0.0% | 0.15% | -5.0% |
| Q1 2019 | $344,000 | -9.7% | 6,890 | -11.2% | 0.16% | -16.3% |
| Q4 2018 | $381,000 | +0.8% | 7,756 | 0.0% | 0.19% | +12.4% |
| Q3 2018 | $378,000 | -0.8% | 7,756 | 0.0% | 0.17% | +0.6% |
| Q2 2018 | $381,000 | -0.5% | 7,756 | 0.0% | 0.17% | +5.0% |
| Q1 2018 | $383,000 | – | 7,756 | – | 0.16% | – |
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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% |